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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$80.32
Change-$0.65 (-0.80%)
VolumeN/A
Net Assets121.54B
MFS Global Total Return R3
Price$18.16
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1.26B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Nov 14, 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: 122B vs. MFWHX (1.26B). 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 : 13.49 vs. MFWHX (4.21). CIRCX return over 5 years is better than : 48.52 vs. MFWHX (2.67).
| 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 | 17.483 | 14.120 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.26B | 9,690% |
| Annual Yield % from dividends | 2.17 | 2.40 | 90% |
| Returns for 1 year | 13.49 | 4.21 | 320% |
| Returns for 3 years | 38.01 | 18.55 | 205% |
| Returns for 5 years | 48.52 | 2.67 | 1,819% |
| Returns for 10 years | 82.66 | 30.89 | 268% |
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