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CIRAX vs FERRX
CIRAX vs FERRX Comparison
Open Charts CIRAX vs FERRX
American Funds Capital Income Bldr 529A
Price$76.76
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
First Eagle Global Real Assets R6
Price$11.69
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets15.13M
CIRAX vs FERRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. FERRX (15.1M). FERRX pays higher dividends than CIRAX: FERRX (3.35) vs CIRAX (2.97). CIRAX was incepted earlier than FERRX: CIRAX (23 years) vs FERRX (4 years). FERRX (4.90) is less costly to investors than CIRAX (0.62). CIRAX is a more actively managed with annual turnover of: 56.00 vs. FERRX (40.98). FERRX has a lower initial minimum investment than CIRAX: FERRX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 12.42 vs. FERRX (7.87).
| CIRAX | FERRX | CIRAX / FERRX | |
| Total Expense Ratio | 0.62 | 0.85 | 73% |
| Annual Report Gross Expense Ratio | 0.62 | 4.90 | 13% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 12.738 | 12.104 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 15.1M | 768,212% |
| Annual Yield % from dividends | 2.97 | 3.35 | 89% |
| Returns for 1 year | 12.42 | 7.87 | 158% |
| Returns for 3 years | 37.18 | 34.43 | 108% |
| Returns for 5 years | 53.59 | N/A | - |
| Returns for 10 years | 79.46 | N/A | - |
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