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CIRAX vs IMRFX
CIRAX vs IMRFX Comparison
Open Charts CIRAX vs IMRFX
American Funds Capital Income Bldr 529A
Price$68.75
Change+$2.54 (+3.84%)
VolumeN/A
Net Assets101.32B
Columbia Global Opportunities A
Price$13.07
Change+$0.50 (+3.98%)
VolumeN/A
Net Assets281.09M
CIRAX vs IMRFX Comparison Chart
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CIRAX vs. IMRFX commentary
Apr 11, 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 IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 101B vs. IMRFX (281M). CIRAX pays higher dividends than IMRFX: CIRAX (3.13) vs IMRFX (0.47). CIRAX was incepted earlier than IMRFX: CIRAX (23 years) vs IMRFX (40 years). IMRFX (1.22) is less costly to investors than CIRAX (0.62). IMRFX initial investment is less costly to investors than CIRAX (4%) vs CIRAX (4%). CIRAX has a lower initial minimum investment than IMRFX: CIRAX (250) vs IMRFX (2000). CIRAX annual gain was more profitable for investors over the last year : 0.98 vs. IMRFX (-2.72). CIRAX return over 5 years is better than : 41.63 vs. IMRFX (-1.68).
| CIRAX | IMRFX | CIRAX / IMRFX | |
| Total Expense Ratio | 0.62 | 1.22 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.22 | 51% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | -3.351 | -6.889 | 49% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 281M | 35,943% |
| Annual Yield % from dividends | 3.13 | 0.47 | 664% |
| Returns for 1 year | 0.98 | -2.72 | -36% |
| Returns for 3 years | 6.47 | -9.16 | -71% |
| Returns for 5 years | 41.63 | -1.68 | -2,482% |
| Returns for 10 years | 52.66 | 11.37 | 463% |
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