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CIRCX vs CIREX
CIRCX vs CIREX Comparison
Open Charts CIRCX vs CIREX
American Funds Capital Income Bldr 529C
Price$78.54
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
American Funds Capital Income Bldr 529E
Price$78.34
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
CIRCX vs CIREX Comparison Chart in %
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CIRCX vs. CIREX commentary
Aug 29, 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 CIRCX is a StrongBuy and CIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX (118B) and CIREX (118B) have equal amount of cash in the bank . CIREX pays higher dividends than CIRCX: CIREX (2.76) vs CIRCX (2.25). CIRCX was incepted earlier than CIREX: CIRCX (24 years) vs CIREX (24 years). CIRCX (1.37) is less costly to investors than CIREX (0.85). CIRCX (56.00) and CIREX (56.00) have comparable annual turnover. CIRCX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 10.50 vs. CIRCX (9.92). CIREX return over 5 years is better than : 51.95 vs. CIRCX (48.02).
| CIRCX | CIREX | CIRCX / CIREX | |
| Total Expense Ratio | 1.37 | 0.85 | 161% |
| Annual Report Gross Expense Ratio | 1.37 | 0.85 | 161% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 14.447 | 14.848 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 118B | 100% |
| Annual Yield % from dividends | 2.25 | 2.76 | 82% |
| Returns for 1 year | 9.92 | 10.50 | 94% |
| Returns for 3 years | 33.32 | 35.46 | 94% |
| Returns for 5 years | 48.02 | 51.95 | 92% |
| Returns for 10 years | 78.62 | 88.34 | 89% |
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