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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$71.27
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
MFS Global Total Return R3
Price$16.18
Change-$0.27 (-1.64%)
VolumeN/A
CapitalizationN/A
CIRCX vs MFWHX Comparison Chart
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CIRCX vs. MFWHX commentary
Dec 19, 2024
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 CIRCX is a Buy and MFWHX is a Sell.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. MFWHX (1.26B). CIRCX pays higher dividends than MFWHX: CIRCX (2.49) vs MFWHX (1.91). CIRCX was incepted earlier than MFWHX: CIRCX (23 years) vs MFWHX (20 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. MFWHX (69.00). MFWHX has a lower initial minimum investment than CIRCX: MFWHX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 12.56 vs. MFWHX (0.66). CIRCX return over 5 years is better than : 28.67 vs. MFWHX (-3.56).
| CIRCX | MFWHX | CIRCX / MFWHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 11.151 | -0.997 | -1,119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.26B | 8,571% |
| Annual Yield % from dividends | 2.49 | 1.91 | 130% |
| Returns for 1 year | 12.56 | 0.66 | 1,891% |
| Returns for 3 years | 13.49 | -5.62 | -240% |
| Returns for 5 years | 28.67 | -3.56 | -804% |
| Returns for 10 years | 55.98 | 13.61 | 411% |
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