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CIRAX vs GBLFX
CIRAX vs GBLFX Comparison
Open Charts CIRAX vs GBLFX
American Funds Capital Income Bldr 529A
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
American Funds Global Balanced F2
Price$37.16
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets25.39B
CIRAX vs GBLFX Comparison Chart
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CIRAX vs. GBLFX commentary
Jan 19, 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 GBLFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 107B vs. GBLFX (25.4B). CIRAX pays higher dividends than GBLFX: CIRAX (3.25) vs GBLFX (1.84). CIRAX was incepted earlier than GBLFX: CIRAX (23 years) vs GBLFX (14 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. GBLFX (91.00). CIRAX (250) and GBLFX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 10.70 vs. GBLFX (6.00). CIRAX return over 5 years is better than : 29.05 vs. GBLFX (13.81).
| CIRAX | GBLFX | CIRAX / GBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 1.422 | 1.364 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 25.4B | 421% |
| Annual Yield % from dividends | 3.25 | 1.84 | 177% |
| Returns for 1 year | 10.70 | 6.00 | 178% |
| Returns for 3 years | 10.13 | 2.29 | 443% |
| Returns for 5 years | 29.05 | 13.81 | 210% |
| Returns for 10 years | 63.56 | 32.88 | 193% |
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