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CIREX vs MFWHX
CIREX vs MFWHX Comparison
Open Charts CIREX vs MFWHX
American Funds Capital Income Bldr 529E
Price$78.78
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
MFS Global Total Return R3
Price$17.93
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets1.25B
CIREX vs MFWHX Comparison Chart in %
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CIREX vs. MFWHX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. MFWHX (1.25B). CIREX pays higher dividends than MFWHX: CIREX (2.69) vs MFWHX (2.23). CIREX was incepted earlier than MFWHX: CIREX (24 years) vs MFWHX (21 years). MFWHX (1.19) is less costly to investors than CIREX (0.85). MFWHX is a more actively managed with annual turnover of: 63.00 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 : 9.96 vs. MFWHX (-0.06). CIREX return over 5 years is better than : 58.67 vs. MFWHX (7.90).
| CIREX | MFWHX | CIREX / MFWHX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.85 | 1.19 | 71% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.091 | 12.242 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.25B | 9,497% |
| Annual Yield % from dividends | 2.69 | 2.23 | 120% |
| Returns for 1 year | 9.96 | -0.06 | -16,178% |
| Returns for 3 years | 49.49 | 27.85 | 178% |
| Returns for 5 years | 58.67 | 7.90 | 743% |
| Returns for 10 years | 98.23 | 32.70 | 300% |
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