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CIRCX vs CSDRX
CIRCX vs CSDRX Comparison
Open Charts CIRCX vs CSDRX
American Funds Capital Income Bldr 529C
Price$72.36
Change-$0.12 (-0.17%)
VolumeN/A
CapitalizationN/A
Columbia Global Opportunities Adv
Price$13.94
Change-$0.07 (-0.50%)
VolumeN/A
CapitalizationN/A
CIRCX vs CSDRX Comparison Chart
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CIRCX vs. CSDRX commentary
Nov 15, 2024
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 StrongSell and CSDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. CSDRX (327M). CIRCX pays higher dividends than CSDRX: CIRCX (2.49) vs CSDRX (0.00). CIRCX was incepted earlier than CSDRX: CIRCX (23 years) vs CSDRX (12 years). CSDRX is a more actively managed with annual turnover of: 115.00 vs. CIRCX (106.00). CIRCX has a lower initial minimum investment than CSDRX: CIRCX (250) vs CSDRX (2000). CIRCX annual gain was more profitable for investors over the last year : 17.77 vs. CSDRX (15.21). CIRCX return over 5 years is better than : 30.67 vs. CSDRX (-1.00).
| CIRCX | CSDRX | CIRCX / CSDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 10.556 | 9.197 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 327M | 33,028% |
| Annual Yield % from dividends | 2.49 | 0.00 | - |
| Returns for 1 year | 17.77 | 15.21 | 117% |
| Returns for 3 years | 12.39 | -16.51 | -75% |
| Returns for 5 years | 30.67 | -1.00 | -3,074% |
| Returns for 10 years | 54.97 | 27.08 | 203% |
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