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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$79.40
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
MFS Global Total Return R3
Price$17.90
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.24B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Nov 20, 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 Hold and MFWHX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. MFWHX (1.24B). MFWHX pays higher dividends than CIRCX: MFWHX (2.40) vs CIRCX (2.17). 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 : 12.29 vs. MFWHX (2.79). CIRCX return over 5 years is better than : 45.62 vs. MFWHX (0.46).
| CIRCX | MFWHX | CIRCX / MFWHX | |
| Total Expense Ratio | 1.37 | 1.09 | 126% |
| Annual Report Gross Expense Ratio | 1.37 | 1.19 | 115% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.137 | 12.304 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.24B | 9,693% |
| Annual Yield % from dividends | 2.17 | 2.40 | 90% |
| Returns for 1 year | 12.29 | 2.79 | 441% |
| Returns for 3 years | 35.42 | 16.37 | 216% |
| Returns for 5 years | 45.62 | 0.46 | 9,976% |
| Returns for 10 years | 78.42 | 26.69 | 294% |
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