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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$79.82
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
Columbia Global Opportunities A
Price$15.32
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets325.24M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Oct 08, 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: 120B vs. IMRFX (325M). CIRCX pays higher dividends than IMRFX: CIRCX (2.16) vs IMRFX (0.41). CIRCX was incepted earlier than IMRFX: CIRCX (24 years) vs IMRFX (41 years). CIRCX (1.37) is less costly to investors than IMRFX (1.22). IMRFX is a more actively managed with annual turnover of: 122.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than IMRFX: CIRCX (250) vs IMRFX (2000). IMRFX (11.94) and CIRCX (11.50) have marching annual gain over last year. CIRCX return over 5 years is better than : 51.49 vs. IMRFX (4.54).
| CIRCX | IMRFX | CIRCX / IMRFX | |
| Total Expense Ratio | 1.37 | 1.22 | 112% |
| Annual Report Gross Expense Ratio | 1.37 | 1.22 | 112% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 16.752 | 14.074 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 325M | 36,923% |
| Annual Yield % from dividends | 2.16 | 0.41 | 525% |
| Returns for 1 year | 11.50 | 11.94 | 96% |
| Returns for 3 years | 47.92 | 36.06 | 133% |
| Returns for 5 years | 51.49 | 4.54 | 1,134% |
| Returns for 10 years | 79.02 | 41.82 | 189% |
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