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CIREX vs MFWHX
CIREX vs MFWHX Comparison
Open Charts CIREX vs MFWHX
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.
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).
| 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 | 12.928 | 10.225 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.26B | 9,236% |
| Annual Yield % from dividends | 2.75 | 2.28 | 121% |
| Returns for 1 year | 15.44 | 4.74 | 326% |
| Returns for 3 years | 34.36 | 16.96 | 203% |
| Returns for 5 years | 54.30 | 8.78 | 619% |
| Returns for 10 years | 79.69 | 24.11 | 330% |