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CIRCX vs CIRFX
CIRCX vs CIRFX Comparison
Open Charts CIRCX vs CIRFX
American Funds Capital Income Bldr 529C
Price$79.36
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
American Funds Capital Income Bldr 529F
Price$78.96
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
CIRCX vs CIRFX Comparison Chart in %
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CIRCX vs. CIRFX commentary
Sep 18, 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 CIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX (119B) and CIRFX (119B) have equal amount of cash in the bank . CIRFX pays higher dividends than CIRCX: CIRFX (3.04) vs CIRCX (2.20). CIRCX was incepted earlier than CIRFX: CIRCX (24 years) vs CIRFX (23 years). CIRCX (1.37) is less costly to investors than CIRFX (0.71). CIRCX (56.00) and CIRFX (56.00) have comparable annual turnover. CIRCX (250) and CIRFX (250) have matching initial minimum investment requirements. CIRFX annual gain was more profitable for investors over the last year : 11.94 vs. CIRCX (10.94). CIRFX return over 5 years is better than : 59.03 vs. CIRCX (51.92).
| CIRCX | CIRFX | CIRCX / CIRFX | |
| Total Expense Ratio | 1.37 | 0.71 | 193% |
| Annual Report Gross Expense Ratio | 1.37 | 0.71 | 193% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 16.079 | 16.846 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 119B | 100% |
| Annual Yield % from dividends | 2.20 | 3.04 | 72% |
| Returns for 1 year | 10.94 | 11.94 | 92% |
| Returns for 3 years | 38.98 | 42.83 | 91% |
| Returns for 5 years | 51.92 | 59.03 | 88% |
| Returns for 10 years | 83.13 | 101.34 | 82% |
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