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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$69.02
Change+$2.55 (+3.84%)
VolumeN/A
Net Assets100.5B
Columbia Global Opportunities A
Price$13.07
Change+$0.50 (+3.98%)
VolumeN/A
Net Assets281.09M
CIRCX vs IMRFX Comparison Chart
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CIRCX vs. IMRFX commentary
Apr 11, 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 IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 100B vs. IMRFX (281M). CIRCX pays higher dividends than IMRFX: CIRCX (2.37) vs IMRFX (0.47). CIRCX was incepted earlier than IMRFX: CIRCX (23 years) vs IMRFX (40 years). CIRCX (1.37) is less costly to investors than IMRFX (1.22). CIRCX has a lower initial minimum investment than IMRFX: CIRCX (250) vs IMRFX (2000). CIRCX annual gain was more profitable for investors over the last year : 0.23 vs. IMRFX (-2.72). CIRCX return over 5 years is better than : 36.39 vs. IMRFX (-1.68).
| CIRCX | IMRFX | CIRCX / IMRFX | |
| Total Expense Ratio | 1.37 | 1.22 | 112% |
| Annual Report Gross Expense Ratio | 1.37 | 1.22 | 112% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | -3.553 | -6.889 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 281M | 35,587% |
| Annual Yield % from dividends | 2.37 | 0.47 | 504% |
| Returns for 1 year | 0.23 | -2.72 | -9% |
| Returns for 3 years | 4.08 | -9.16 | -45% |
| Returns for 5 years | 36.39 | -1.68 | -2,170% |
| Returns for 10 years | 41.56 | 11.37 | 366% |
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