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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$72.67
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
MFS Global Total Return R3
Price$16.83
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.24B
CIRCX vs MFWHX Comparison Chart
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CIRCX vs. MFWHX commentary
Feb 23, 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 StrongBuy and MFWHX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 110B vs. MFWHX (1.24B). 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 : 11.29 vs. MFWHX (1.53). CIRCX return over 5 years is better than : 29.49 vs. MFWHX (-2.24).
| 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 | 4.969 | 3.761 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.24B | 8,857% |
| Annual Yield % from dividends | 2.49 | 1.91 | 130% |
| Returns for 1 year | 11.29 | 1.53 | 738% |
| Returns for 3 years | 14.05 | -1.26 | -1,112% |
| Returns for 5 years | 29.49 | -2.24 | -1,314% |
| Returns for 10 years | 53.40 | 14.09 | 379% |
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