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CIRCX vs CSAZX
CIRCX vs CSAZX Comparison
Open Charts CIRCX vs CSAZX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Columbia Global Opportunities Inst
Price$14.81
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets317M
CIRCX vs CSAZX Comparison Chart in %
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CIRCX vs. CSAZX commentary
Jul 06, 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 Buy and CSAZX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. CSAZX (317M). CIRCX pays higher dividends than CSAZX: CIRCX (2.25) vs CSAZX (0.64). CIRCX was incepted earlier than CSAZX: CIRCX (23 years) vs CSAZX (15 years). CIRCX (1.37) is less costly to investors than CSAZX (0.97). CSAZX is a more actively managed with annual turnover of: 122.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than CSAZX: CIRCX (250) vs CSAZX (2000). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. CSAZX (9.55). CIRCX return over 5 years is better than : 50.30 vs. CSAZX (7.00).
| CIRCX | CSAZX | CIRCX / CSAZX | |
| Total Expense Ratio | 1.37 | 0.97 | 141% |
| Annual Report Gross Expense Ratio | 1.37 | 0.97 | 141% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 12.625 | 8.339 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 317M | 36,593% |
| Annual Yield % from dividends | 2.25 | 0.64 | 351% |
| Returns for 1 year | 14.86 | 9.55 | 156% |
| Returns for 3 years | 32.24 | 20.43 | 158% |
| Returns for 5 years | 50.30 | 7.00 | 719% |
| Returns for 10 years | 70.43 | 34.11 | 207% |