CIRCX
Price
$76.35
Change
+$0.23 (+0.30%)
Updated
Jun 27 closing price
Net Assets
114.7B
MFWHX
Price
$17.52
Change
+$0.05 (+0.29%)
Updated
Jun 27 closing price
Net Assets
1.23B
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CIRCX vs MFWHX

Header iconCIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHXBanner chart's image
American Funds Capital Income Bldr 529C
Price$76.35
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
MFS Global Total Return R3
Price$17.52
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.23B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Jun 28, 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 CIRCX is a Buy and MFWHX is a Hold.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 115B vs. MFWHX (1.23B). CIRCX pays higher dividends than MFWHX: CIRCX (2.29) vs MFWHX (1.91). CIRCX was incepted earlier than MFWHX: CIRCX (23 years) vs MFWHX (20 years). CIRCX (1.37) is less costly to investors than MFWHX (1.19). MFWHX is a more actively managed with annual turnover of: 69.00 vs. CIRCX (56.00). 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 : 14.30 vs. MFWHX (4.04). CIRCX return over 5 years is better than : 52.00 vs. MFWHX (8.91).
CIRCXMFWHXCIRCX / MFWHX
Total Expense Ratio1.371.09126%
Annual Report Gross Expense Ratio1.371.19115%
Fund Existence23 years20 years-
Gain YTD11.2558.793128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets115B1.23B9,327%
Annual Yield % from dividends2.291.91120%
Returns for 1 year14.304.04354%
Returns for 3 years30.6115.37199%
Returns for 5 years52.008.91583%
Returns for 10 years68.1922.20307%
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