Ad is loading...
CIRAX vs GBLCX
CIRAX vs GBLCX Comparison
Open Charts CIRAX vs GBLCX
American Funds Capital Income Bldr 529A
Price$70.45
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
American Funds Global Balanced C
Price$37.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
CIRAX vs GBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRAX vs. GBLCX commentary
Jan 23, 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 Hold and GBLCX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 108B vs. GBLCX (25.6B). CIRAX pays higher dividends than GBLCX: CIRAX (3.25) vs GBLCX (0.89). CIRAX was incepted earlier than GBLCX: CIRAX (23 years) vs GBLCX (14 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. GBLCX (91.00). CIRAX (250) and GBLCX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 10.69 vs. GBLCX (5.50). CIRAX return over 5 years is better than : 30.76 vs. GBLCX (12.04).
| CIRAX | GBLCX | CIRAX / GBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.190 | 2.349 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 25.6B | 422% |
| Annual Yield % from dividends | 3.25 | 0.89 | 363% |
| Returns for 1 year | 10.69 | 5.50 | 194% |
| Returns for 3 years | 12.66 | 2.75 | 460% |
| Returns for 5 years | 30.76 | 12.04 | 256% |
| Returns for 10 years | 63.50 | 28.18 | 225% |
View a ticker or compare two or three
VS
VS
Ad is loading...