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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$78.65
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets117.97B
Columbia Global Opportunities A
Price$14.97
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets317.83M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Aug 29, 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: 118B vs. IMRFX (318M). CIRCX pays higher dividends than IMRFX: CIRCX (2.25) vs IMRFX (0.43). 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). CIRCX annual gain was more profitable for investors over the last year : 10.30 vs. IMRFX (9.17). CIRCX return over 5 years is better than : 48.23 vs. IMRFX (0.81).
| 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 | 14.607 | 10.444 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 318M | 37,107% |
| Annual Yield % from dividends | 2.25 | 0.43 | 520% |
| Returns for 1 year | 10.30 | 9.17 | 112% |
| Returns for 3 years | 34.02 | 20.79 | 164% |
| Returns for 5 years | 48.23 | 0.81 | 5,926% |
| Returns for 10 years | 79.85 | 38.89 | 205% |
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