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CIREX vs MFWTX
CIREX vs MFWTX Comparison
Open Charts CIREX vs MFWTX
American Funds Capital Income Bldr 529E
Price$80.91
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
MFS Global Total Return A
Price$18.35
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWTX Comparison Chart in %
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CIREX vs. MFWTX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIREX is a Hold and MFWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MFWTX (1.25B). CIREX pays higher dividends than MFWTX: CIREX (2.60) vs MFWTX (2.35). CIREX was incepted earlier than MFWTX: CIREX (24 years) vs MFWTX (35 years). MFWTX (1.19) is less costly to investors than CIREX (0.85). MFWTX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than MFWTX: CIREX (250) vs MFWTX (1000). CIREX annual gain was more profitable for investors over the last year : 13.36 vs. MFWTX (2.82). CIREX return over 5 years is better than : 49.22 vs. MFWTX (0.39).
| CIREX | MFWTX | CIREX / MFWTX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 18.743 | 13.806 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.25B | 9,657% |
| Annual Yield % from dividends | 2.60 | 2.35 | 111% |
| Returns for 1 year | 13.36 | 2.82 | 473% |
| Returns for 3 years | 35.65 | 14.35 | 248% |
| Returns for 5 years | 49.22 | 0.39 | 12,684% |
| Returns for 10 years | 92.76 | 28.53 | 325% |
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