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CIRCX vs FFAAX
CIRCX vs FFAAX Comparison
Open Charts CIRCX vs FFAAX
American Funds Capital Income Bldr 529C
Price$74.03
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
Franklin Global Allocation Adv
Price$16.36
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets2.72B
CIRCX vs FFAAX Comparison Chart
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CIRCX vs. FFAAX commentary
May 23, 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 FFAAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 112B vs. FFAAX (2.72B). CIRCX pays higher dividends than FFAAX: CIRCX (2.37) vs FFAAX (1.32). CIRCX was incepted earlier than FFAAX: CIRCX (23 years) vs FFAAX (22 years). CIRCX (1.37) is less costly to investors than FFAAX (0.77). FFAAX is a more actively managed with annual turnover of: 59.82 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than FFAAX: CIRCX (250) vs FFAAX (100000). FFAAX (10.09) and CIRCX (9.62) have marching annual gain over last year. CIRCX (51.47) and FFAAX (51.13) have equivalent 5 years return.
| CIRCX | FFAAX | CIRCX / FFAAX | |
| Total Expense Ratio | 1.37 | 0.74 | 185% |
| Annual Report Gross Expense Ratio | 1.37 | 0.77 | 178% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 7.417 | 4.692 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 2.72B | 4,119% |
| Annual Yield % from dividends | 2.37 | 1.32 | 180% |
| Returns for 1 year | 9.62 | 10.09 | 95% |
| Returns for 3 years | 22.71 | 28.33 | 80% |
| Returns for 5 years | 51.47 | 51.13 | 101% |
| Returns for 10 years | 55.95 | 36.79 | 152% |
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