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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$72.55
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
MFS Global Total Return R3
Price$16.83
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.22B
CIRCX vs MFWHX Comparison Chart
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CIRCX vs. MFWHX commentary
Apr 03, 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.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 109B vs. MFWHX (1.22B). CIRCX pays higher dividends than MFWHX: CIRCX (2.37) vs MFWHX (1.96). CIRCX was incepted earlier than MFWHX: CIRCX (23 years) vs MFWHX (20 years). CIRCX (1.37) is less costly to investors than MFWHX (1.21). 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 : 8.90 vs. MFWHX (-1.24). CIRCX return over 5 years is better than : 55.99 vs. MFWHX (16.74).
| CIRCX | MFWHX | CIRCX / MFWHX | |
| Total Expense Ratio | 1.37 | 1.11 | 123% |
| Annual Report Gross Expense Ratio | 1.37 | 1.21 | 113% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.095 | 3.680 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.22B | 8,913% |
| Annual Yield % from dividends | 2.37 | 1.96 | 121% |
| Returns for 1 year | 8.90 | -1.24 | -717% |
| Returns for 3 years | 13.25 | -0.78 | -1,698% |
| Returns for 5 years | 55.99 | 16.74 | 335% |
| Returns for 10 years | 56.42 | 14.99 | 376% |