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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
MFS Global Total Return R3
Price$17.52
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.24B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Jul 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 Buy and MFWHX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. MFWHX (1.24B). MFWHX (2.28) and CIRCX (2.25) have matching dividends . 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: 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 : 11.57 vs. MFWHX (0.65). CIRCX return over 5 years is better than : 47.92 vs. MFWHX (4.97).
| CIRCX | MFWHX | CIRCX / MFWHX | |
| Total Expense Ratio | 1.37 | 1.09 | 126% |
| Annual Report Gross Expense Ratio | 1.37 | 1.19 | 115% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.275 | 8.855 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.24B | 9,385% |
| Annual Yield % from dividends | 2.25 | 2.28 | 99% |
| Returns for 1 year | 11.57 | 0.65 | 1,792% |
| Returns for 3 years | 34.10 | 16.98 | 201% |
| Returns for 5 years | 47.92 | 4.97 | 964% |
| Returns for 10 years | 66.41 | 20.44 | 325% |
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