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CIRCX vs MFWHX
CIRCX vs MFWHX Comparison
Open Charts CIRCX vs MFWHX
American Funds Capital Income Bldr 529C
Price$78.41
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets120.79B
MFS Global Total Return R3
Price$17.60
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets1.25B
CIRCX vs MFWHX Comparison Chart in %
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CIRCX vs. MFWHX commentary
Jan 15, 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 Hold and MFWHX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. MFWHX (1.25B). MFWHX pays higher dividends than CIRCX: MFWHX (2.92) vs CIRCX (2.12). 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 : 17.11 vs. MFWHX (12.74). CIRCX return over 5 years is better than : 37.22 vs. MFWHX (-0.38).
| 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 | 1.541 | 1.507 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.25B | 9,665% |
| Annual Yield % from dividends | 2.12 | 2.92 | 73% |
| Returns for 1 year | 17.11 | 12.74 | 134% |
| Returns for 3 years | 29.33 | 12.41 | 236% |
| Returns for 5 years | 37.22 | -0.38 | -9,783% |
| Returns for 10 years | 91.18 | 38.01 | 240% |
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