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CIRAX vs FFBGX
CIRAX vs FFBGX Comparison
Open Charts CIRAX vs FFBGX
American Funds Capital Income Bldr 529A
Price$79.15
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
American Funds Global Balanced 529-F-3
Price$41.27
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets29.98B
CIRAX vs FFBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 120B vs. FFBGX (30B). CIRAX pays higher dividends than FFBGX: CIRAX (2.89) vs FFBGX (2.24). CIRAX was incepted earlier than FFBGX: CIRAX (24 years) vs FFBGX (5 years). CIRAX (0.62) is less costly to investors than FFBGX (0.53). FFBGX is a more actively managed with annual turnover of: 114.00 vs. CIRAX (56.00). CIRAX (250) and FFBGX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 13.13 vs. FFBGX (10.34). CIRAX return over 5 years is better than : 51.22 vs. FFBGX (26.78).
| CIRAX | FFBGX | CIRAX / FFBGX | |
| Total Expense Ratio | 0.62 | 0.53 | 117% |
| Annual Report Gross Expense Ratio | 0.62 | 0.53 | 117% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 16.924 | 14.811 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 30B | 400% |
| Annual Yield % from dividends | 2.89 | 2.24 | 129% |
| Returns for 1 year | 13.13 | 10.34 | 127% |
| Returns for 3 years | 38.52 | 36.51 | 106% |
| Returns for 5 years | 51.22 | 26.78 | 191% |
| Returns for 10 years | 92.36 | N/A | - |
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