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CIREX vs MGBRX
CIREX vs MGBRX Comparison
Open Charts CIREX vs MGBRX
American Funds Capital Income Bldr 529E
Price$78.14
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets120.79B
MFS Global Total Return R2
Price$17.37
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets1.25B
CIREX vs MGBRX Comparison Chart in %
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CIREX vs. MGBRX commentary
Jan 15, 2026
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 MGBRX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. MGBRX (1.25B). MGBRX (2.70) and CIREX (2.64) have matching dividends . CIREX was incepted earlier than MGBRX: CIREX (24 years) vs MGBRX (22 years). MGBRX (1.44) is less costly to investors than CIREX (0.85). MGBRX is a more actively managed with annual turnover of: 63.00 vs. CIREX (56.00). MGBRX has a lower initial minimum investment than CIREX: MGBRX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 17.71 vs. MGBRX (12.42). CIREX return over 5 years is better than : 40.86 vs. MGBRX (-1.82).
| CIREX | MGBRX | CIREX / MGBRX | |
| Total Expense Ratio | 0.85 | 1.34 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.44 | 59% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 1.560 | 1.468 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.25B | 9,665% |
| Annual Yield % from dividends | 2.64 | 2.70 | 98% |
| Returns for 1 year | 17.71 | 12.42 | 143% |
| Returns for 3 years | 31.37 | 11.34 | 277% |
| Returns for 5 years | 40.86 | -1.82 | -2,247% |
| Returns for 10 years | 101.52 | 34.05 | 298% |
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