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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$72.67
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Columbia Global Opportunities A
Price$13.79
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets314.92M
CIRCX vs IMRFX Comparison Chart
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CIRCX vs. IMRFX commentary
Feb 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 StrongBuy and IMRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 110B vs. IMRFX (315M). CIRCX pays higher dividends than IMRFX: CIRCX (2.49) vs IMRFX (0.00). CIRCX was incepted earlier than IMRFX: CIRCX (23 years) vs IMRFX (40 years). IMRFX is a more actively managed with annual turnover of: 115.00 vs. CIRCX (106.00). 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 : 11.29 vs. IMRFX (8.99). CIRCX return over 5 years is better than : 29.49 vs. IMRFX (-3.70).
| CIRCX | IMRFX | CIRCX / IMRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | 4.969 | 2.148 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 315M | 34,921% |
| Annual Yield % from dividends | 2.49 | 0.00 | - |
| Returns for 1 year | 11.29 | 8.99 | 126% |
| Returns for 3 years | 14.05 | -3.46 | -406% |
| Returns for 5 years | 29.49 | -3.70 | -797% |
| Returns for 10 years | 53.40 | 23.21 | 230% |
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