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CIRAX vs RGBFX
CIRAX vs RGBFX Comparison
Open Charts CIRAX vs RGBFX
American Funds Capital Income Bldr 529A
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
American Funds Global Balanced R5
Price$37.20
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets25.39B
CIRAX vs RGBFX Comparison Chart
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CIRAX vs. RGBFX 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 107B vs. RGBFX (25.4B). CIRAX pays higher dividends than RGBFX: CIRAX (3.25) vs RGBFX (1.89). CIRAX was incepted earlier than RGBFX: CIRAX (23 years) vs RGBFX (14 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. RGBFX (91.00). CIRAX (250) and RGBFX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 10.70 vs. RGBFX (6.05). CIRAX return over 5 years is better than : 29.05 vs. RGBFX (14.02).
| CIRAX | RGBFX | CIRAX / RGBFX | |
| 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 | 1.335 | 106% |
| 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 | 1.89 | 172% |
| Returns for 1 year | 10.70 | 6.05 | 177% |
| Returns for 3 years | 10.13 | 2.40 | 423% |
| Returns for 5 years | 29.05 | 14.02 | 207% |
| Returns for 10 years | 63.56 | 33.20 | 191% |
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