CIREX
Price
$77.03
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
MFWHX
Price
$17.70
Change
+$0.02 (+0.11%)
Updated
Jul 3 closing price
Net Assets
1.26B
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CIREX vs MFWHX

Header iconCIREX vs MFWHX Comparison
Open Charts CIREX vs MFWHXBanner chart's image
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
MFS Global Total Return R3
Price$17.70
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.26B
CIREX vs MFWHX Comparison Chart in %
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CIREX vs. MFWHX commentary
Jul 07, 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 CIREX is a Buy and MFWHX is a Buy.

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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. MFWHX (1.26B). CIREX pays higher dividends than MFWHX: CIREX (2.75) vs MFWHX (2.28). CIREX was incepted earlier than MFWHX: CIREX (23 years) vs MFWHX (20 years). MFWHX (1.19) is less costly to investors than CIREX (0.85). MFWHX is a more actively managed with annual turnover of: 69.00 vs. CIREX (56.00). MFWHX has a lower initial minimum investment than CIREX: MFWHX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 15.44 vs. MFWHX (4.74). CIREX return over 5 years is better than : 54.30 vs. MFWHX (8.78).
CIREXMFWHXCIREX / MFWHX
Total Expense Ratio0.851.0978%
Annual Report Gross Expense Ratio0.851.1971%
Fund Existence23 years20 years-
Gain YTD12.92810.225126%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets116B1.26B9,236%
Annual Yield % from dividends2.752.28121%
Returns for 1 year15.444.74326%
Returns for 3 years34.3616.96203%
Returns for 5 years54.308.78619%
Returns for 10 years79.6924.11330%
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