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CIREX vs MGBRX
CIREX vs MGBRX Comparison
Open Charts CIREX vs MGBRX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
MFS Global Total Return R2
Price$17.57
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.25B
CIREX vs MGBRX Comparison Chart in %
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CIREX vs. MGBRX commentary
Jul 27, 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 Buy and MGBRX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. MGBRX (1.25B). CIREX pays higher dividends than MGBRX: CIREX (2.75) vs MGBRX (2.05). CIREX was incepted earlier than MGBRX: CIREX (23 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 : 14.69 vs. MGBRX (3.48). CIREX return over 5 years is better than : 54.10 vs. MGBRX (4.85).
| CIREX | MGBRX | CIREX / MGBRX | |
| Total Expense Ratio | 0.85 | 1.34 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.44 | 59% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 13.925 | 10.585 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.25B | 9,338% |
| Annual Yield % from dividends | 2.75 | 2.05 | 134% |
| Returns for 1 year | 14.69 | 3.48 | 422% |
| Returns for 3 years | 35.31 | 15.30 | 231% |
| Returns for 5 years | 54.10 | 4.85 | 1,116% |
| Returns for 10 years | 79.90 | 20.01 | 399% |
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