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CIRAX vs RGBFX
CIRAX vs RGBFX Comparison
Open Charts CIRAX vs RGBFX
American Funds Capital Income Bldr 529A
Price$67.80
Change-$3.26 (-4.59%)
VolumeN/A
Net Assets107.94B
American Funds Global Balanced R5
Price$36.69
Change-$0.69 (-1.85%)
VolumeN/A
Net Assets25.81B
CIRAX vs RGBFX Comparison Chart
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CIRAX vs. RGBFX commentary
Apr 05, 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 108B vs. RGBFX (25.8B). CIRAX pays higher dividends than RGBFX: CIRAX (3.13) vs RGBFX (2.27). CIRAX was incepted earlier than RGBFX: CIRAX (23 years) vs RGBFX (14 years). CIRAX (0.62) is less costly to investors than RGBFX (0.52). CIRAX (250) and RGBFX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 8.34 vs. RGBFX (0.23). CIRAX return over 5 years is better than : 61.21 vs. RGBFX (35.88).
| CIRAX | RGBFX | CIRAX / RGBFX | |
| Total Expense Ratio | 0.62 | 0.52 | 119% |
| Annual Report Gross Expense Ratio | 0.62 | 0.52 | 119% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.729 | 0.497 | 751% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 25.8B | 419% |
| Annual Yield % from dividends | 3.13 | 2.27 | 138% |
| Returns for 1 year | 8.34 | 0.23 | 3,660% |
| Returns for 3 years | 13.99 | 5.18 | 270% |
| Returns for 5 years | 61.21 | 35.88 | 171% |
| Returns for 10 years | 65.04 | 30.07 | 216% |
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