Ad is loading...
CIRAX vs PGDRX
CIRAX vs PGDRX Comparison
Open Charts CIRAX vs PGDRX
American Funds Capital Income Bldr 529A
Price$71.42
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Principal Diversified Real Asset R3
Price$11.35
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets2.42B
CIRAX vs PGDRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRAX vs. PGDRX commentary
Apr 25, 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 PGDRX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 107B vs. PGDRX (2.42B). CIRAX pays higher dividends than PGDRX: CIRAX (3.13) vs PGDRX (1.29). CIRAX was incepted earlier than PGDRX: CIRAX (23 years) vs PGDRX (9 years). PGDRX (1.37) is less costly to investors than CIRAX (0.62). PGDRX has a lower initial minimum investment than CIRAX: PGDRX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 10.67 vs. PGDRX (4.01). CIRAX return over 5 years is better than : 53.41 vs. PGDRX (31.95).
| CIRAX | PGDRX | CIRAX / PGDRX | |
| Total Expense Ratio | 0.62 | 1.37 | 45% |
| Annual Report Gross Expense Ratio | 0.62 | 1.37 | 45% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.255 | 1.863 | 228% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.42B | 4,423% |
| Annual Yield % from dividends | 3.13 | 1.29 | 243% |
| Returns for 1 year | 10.67 | 4.01 | 266% |
| Returns for 3 years | 17.81 | -10.63 | -168% |
| Returns for 5 years | 53.41 | 31.95 | 167% |
| Returns for 10 years | 62.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...