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CIREX vs MFWHX
CIREX vs MFWHX Comparison
Open Charts CIREX vs MFWHX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
MFS Global Total Return R3
Price$17.40
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.23B
CIREX vs MFWHX Comparison Chart
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CIREX vs. MFWHX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. MFWHX (1.23B). CIREX pays higher dividends than MFWHX: CIREX (2.80) vs MFWHX (1.91). 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 : 13.62 vs. MFWHX (2.47). CIREX return over 5 years is better than : 53.37 vs. MFWHX (7.34).
| CIREX | MFWHX | CIREX / MFWHX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 10.260 | 7.511 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.23B | 9,246% |
| Annual Yield % from dividends | 2.80 | 1.91 | 147% |
| Returns for 1 year | 13.62 | 2.47 | 552% |
| Returns for 3 years | 33.44 | 15.61 | 214% |
| Returns for 5 years | 53.37 | 7.34 | 727% |
| Returns for 10 years | 72.79 | 19.74 | 369% |
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