Ad is loading...
CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$70.19
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
MFS Global Total Return R3
Price$16.35
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.23B
CIRCX vs MFWHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. MFWHX commentary
Jan 19, 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 Hold and MFWHX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. MFWHX (1.23B). 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 : 9.87 vs. MFWHX (0.72). CIRCX return over 5 years is better than : 24.32 vs. MFWHX (-5.80).
| 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 | 1.387 | 0.801 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.23B | 8,692% |
| Annual Yield % from dividends | 2.49 | 1.91 | 130% |
| Returns for 1 year | 9.87 | 0.72 | 1,378% |
| Returns for 3 years | 7.65 | -7.27 | -105% |
| Returns for 5 years | 24.32 | -5.80 | -419% |
| Returns for 10 years | 51.67 | 13.33 | 388% |
View a ticker or compare two or three
VS
VS
Ad is loading...