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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return R3
Price$17.40
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.23B
CIRCX vs MFWHX Comparison Chart
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CIRCX vs. MFWHX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B 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 : 13.05 vs. MFWHX (2.47). CIRCX return over 5 years is better than : 49.37 vs. MFWHX (7.34).
| 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 | 10.002 | 7.511 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 2.29 | 1.91 | 120% |
| Returns for 1 year | 13.05 | 2.47 | 529% |
| Returns for 3 years | 31.35 | 15.61 | 201% |
| Returns for 5 years | 49.37 | 7.34 | 673% |
| Returns for 10 years | 63.86 | 19.74 | 323% |
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