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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
Columbia Global Opportunities A
Price$14.54
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets314.02M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Jul 19, 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: 116B vs. IMRFX (314M). CIRCX pays higher dividends than IMRFX: CIRCX (2.25) vs IMRFX (0.44). CIRCX was incepted earlier than IMRFX: CIRCX (23 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 : 11.57 vs. IMRFX (7.03). CIRCX return over 5 years is better than : 47.92 vs. IMRFX (2.66).
| 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 | 41 years | - |
| Gain YTD | 12.275 | 7.333 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 314M | 36,943% |
| Annual Yield % from dividends | 2.25 | 0.44 | 517% |
| Returns for 1 year | 11.57 | 7.03 | 165% |
| Returns for 3 years | 34.10 | 20.00 | 171% |
| Returns for 5 years | 47.92 | 2.66 | 1,802% |
| Returns for 10 years | 66.41 | 28.59 | 232% |
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