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CAIFX vs CIREX
CAIFX vs CIREX Comparison
Open Charts CAIFX vs CIREX
American Funds Capital Income Bldr F2
Price$75.96
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
American Funds Capital Income Bldr 529E
Price$76.09
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
CAIFX vs CIREX Comparison Chart in %
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CAIFX vs. CIREX commentary
Jul 01, 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 CAIFX is a Buy and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX (115B) and CIREX (115B) have equal amount of cash in the bank . CAIFX pays higher dividends than CIREX: CAIFX (3.25) vs CIREX (2.80). CAIFX was incepted earlier than CIREX: CAIFX (17 years) vs CIREX (23 years). CIREX (0.85) is less costly to investors than CAIFX (0.38). CAIFX (56.00) and CIREX (56.00) have comparable annual turnover. CAIFX (250) and CIREX (250) have matching initial minimum investment requirements. CAIFX (15.43) and CIREX (14.90) have marching annual gain over last year. CIREX return over 5 years is better than : 56.07 vs. CAIFX (53.33).
| CAIFX | CIREX | CAIFX / CIREX | |
| Total Expense Ratio | 0.38 | 0.85 | 45% |
| Annual Report Gross Expense Ratio | 0.38 | 0.85 | 45% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 11.788 | 11.550 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 115B | 100% |
| Annual Yield % from dividends | 3.25 | 2.80 | 116% |
| Returns for 1 year | 15.43 | 14.90 | 104% |
| Returns for 3 years | 32.39 | 32.70 | 99% |
| Returns for 5 years | 53.33 | 56.07 | 95% |
| Returns for 10 years | 52.59 | 77.35 | 68% |