CIRCX
Price
$79.82
Change
-$0.09 (-0.11%)
Updated
Oct 7 closing price
Net Assets
120.2B
MFWHX
Price
$18.09
Change
-$0.07 (-0.39%)
Updated
Oct 7 closing price
Net Assets
1.27B
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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$79.82
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
MFS Global Total Return R3
Price$18.09
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.27B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Oct 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. MFWHX (1.27B). MFWHX pays higher dividends than CIRCX: MFWHX (2.38) vs CIRCX (2.16). CIRCX was incepted earlier than MFWHX: CIRCX (24 years) vs MFWHX (21 years). CIRCX (1.37) is less costly to investors than MFWHX (1.19). MFWHX is a more actively managed with annual turnover of: 63.00 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 : 11.50 vs. MFWHX (2.61). CIRCX return over 5 years is better than : 51.49 vs. MFWHX (6.26).
CIRCXMFWHXCIRCX / MFWHX
Total Expense Ratio1.371.09126%
Annual Report Gross Expense Ratio1.371.19115%
Fund Existence24 years21 years-
Gain YTD16.75213.682122%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets120B1.27B9,471%
Annual Yield % from dividends2.162.3891%
Returns for 1 year11.502.61440%
Returns for 3 years47.9227.85172%
Returns for 5 years51.496.26822%
Returns for 10 years79.0229.03272%
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