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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$79.92
Change+$0.37 (+0.47%)
VolumeN/A
Net Assets120.79B
MFS Global Total Return R3
Price$17.93
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets1.27B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Feb 04, 2026
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: 121B vs. MFWHX (1.27B). MFWHX pays higher dividends than CIRCX: MFWHX (2.82) vs CIRCX (2.06). 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 (50.00). 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 : 15.29 vs. MFWHX (11.81). CIRCX return over 5 years is better than : 41.07 vs. MFWHX (3.31).
| 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 | 3.496 | 3.942 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.27B | 9,535% |
| Annual Yield % from dividends | 2.06 | 2.82 | 73% |
| Returns for 1 year | 15.29 | 11.81 | 129% |
| Returns for 3 years | 32.06 | 15.04 | 213% |
| Returns for 5 years | 41.07 | 3.31 | 1,242% |
| Returns for 10 years | 89.70 | 38.42 | 233% |