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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$79.55
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
MFS Global Total Return R3
Price$18.04
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Oct 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: 120B vs. MFWHX (1.25B). MFWHX pays higher dividends than CIRCX: MFWHX (2.38) vs CIRCX (2.16). 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 : 9.92 vs. MFWHX (1.32). CIRCX return over 5 years is better than : 51.59 vs. MFWHX (5.33).
| 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 | 16.357 | 12.930 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.25B | 9,569% |
| Annual Yield % from dividends | 2.16 | 2.38 | 91% |
| Returns for 1 year | 9.92 | 1.32 | 750% |
| Returns for 3 years | 45.77 | 25.92 | 177% |
| Returns for 5 years | 51.59 | 5.33 | 968% |
| Returns for 10 years | 77.34 | 27.55 | 281% |
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