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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$75.45
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.5B
MFS Global Total Return R3
Price$17.31
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.23B
CIRCX vs MFWHX Comparison Chart
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CIRCX vs. MFWHX commentary
Jun 07, 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: 113B vs. MFWHX (1.23B). CIRCX pays higher dividends than MFWHX: CIRCX (2.29) vs MFWHX (1.91). 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: 69.00 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 : 12.27 vs. MFWHX (1.12). CIRCX return over 5 years is better than : 43.76 vs. MFWHX (3.74).
| 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 | 9.434 | 7.078 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.23B | 9,172% |
| Annual Yield % from dividends | 2.29 | 1.91 | 120% |
| Returns for 1 year | 12.27 | 1.12 | 1,095% |
| Returns for 3 years | 21.77 | 7.73 | 282% |
| Returns for 5 years | 43.76 | 3.74 | 1,169% |
| Returns for 10 years | 63.72 | 19.77 | 322% |
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