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CIRAX vs FSBKX
CIRAX vs FSBKX Comparison
Open Charts CIRAX vs FSBKX
American Funds Capital Income Bldr 529A
Price$72.13
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets109.37B
Federated Hermes Global Allocation R
Price$19.89
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets264.37M
CIRAX vs FSBKX Comparison Chart
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CIRAX vs. FSBKX commentary
Apr 03, 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 CIRAX is a Buy and FSBKX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 109B vs. FSBKX (264M). CIRAX pays higher dividends than FSBKX: CIRAX (3.13) vs FSBKX (1.66). CIRAX was incepted earlier than FSBKX: CIRAX (23 years) vs FSBKX (22 years). FSBKX (1.87) is less costly to investors than CIRAX (0.62). FSBKX has a lower initial minimum investment than CIRAX: FSBKX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 9.70 vs. FSBKX (4.01). CIRAX return over 5 years is better than : 61.95 vs. FSBKX (28.52).
| CIRAX | FSBKX | CIRAX / FSBKX | |
| Total Expense Ratio | 0.62 | 1.58 | 39% |
| Annual Report Gross Expense Ratio | 0.62 | 1.87 | 33% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 5.291 | 0.019 | 28,598% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 264M | 41,288% |
| Annual Yield % from dividends | 3.13 | 1.66 | 188% |
| Returns for 1 year | 9.70 | 4.01 | 242% |
| Returns for 3 years | 15.84 | 6.17 | 257% |
| Returns for 5 years | 61.95 | 28.52 | 217% |
| Returns for 10 years | 68.70 | 16.63 | 413% |
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