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CIRAX vs GAOTX
CIRAX vs GAOTX Comparison
Open Charts CIRAX vs GAOTX
American Funds Capital Income Bldr 529A
Price$70.02
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
JPMorgan Global Allocation R3
Price$19.53
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets2.64B
CIRAX vs GAOTX Comparison Chart
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CIRAX vs. GAOTX commentary
Apr 18, 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 GAOTX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 106B vs. GAOTX (2.64B). CIRAX pays higher dividends than GAOTX: CIRAX (3.13) vs GAOTX (2.29). CIRAX was incepted earlier than GAOTX: CIRAX (23 years) vs GAOTX (7 years). GAOTX (1.20) is less costly to investors than CIRAX (0.62). GAOTX has a lower initial minimum investment than CIRAX: GAOTX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 10.47 vs. GAOTX (3.96). CIRAX return over 5 years is better than : 48.00 vs. GAOTX (23.51).
| CIRAX | GAOTX | CIRAX / GAOTX | |
| Total Expense Ratio | 0.62 | 1.15 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 1.20 | 52% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.211 | -2.761 | -80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.64B | 4,017% |
| Annual Yield % from dividends | 3.13 | 2.29 | 137% |
| Returns for 1 year | 10.47 | 3.96 | 264% |
| Returns for 3 years | 13.75 | 5.31 | 259% |
| Returns for 5 years | 48.00 | 23.51 | 204% |
| Returns for 10 years | 60.41 | N/A | - |
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