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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
MFS Global Total Return R3
Price$17.98
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Sep 06, 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: 118B vs. MFWHX (1.25B). MFWHX (2.23) and CIRCX (2.20) have matching dividends . CIRCX was incepted earlier than MFWHX: CIRCX (24 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 : 11.05 vs. MFWHX (1.13). CIRCX return over 5 years is better than : 49.59 vs. MFWHX (5.44).
| 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 | 20 years | - |
| Gain YTD | 14.738 | 11.782 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.25B | 9,432% |
| Annual Yield % from dividends | 2.20 | 2.23 | 99% |
| Returns for 1 year | 11.05 | 1.13 | 974% |
| Returns for 3 years | 37.27 | 20.28 | 184% |
| Returns for 5 years | 49.59 | 5.44 | 911% |
| Returns for 10 years | 80.50 | 29.34 | 274% |
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