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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
MFS Global Total Return R3
Price$17.93
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Sep 28, 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: 119B 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 (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 : 9.38 vs. MFWHX (-0.06). CIRCX return over 5 years is better than : 54.55 vs. MFWHX (7.90).
| 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 | 15.626 | 12.242 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.25B | 9,497% |
| Annual Yield % from dividends | 2.20 | 2.23 | 99% |
| Returns for 1 year | 9.38 | -0.06 | -15,234% |
| Returns for 3 years | 47.13 | 27.85 | 169% |
| Returns for 5 years | 54.55 | 7.90 | 691% |
| Returns for 10 years | 88.00 | 32.70 | 269% |
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