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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$77.55
Change+$0.32 (+0.41%)
VolumeN/A
Net Assets116.29B
Columbia Global Opportunities A
Price$14.72
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets316.48M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. IMRFX (316M). CIRCX pays higher dividends than IMRFX: CIRCX (2.25) vs IMRFX (0.43). 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 : 14.83 vs. IMRFX (13.78). CIRCX return over 5 years is better than : 47.83 vs. IMRFX (1.20).
| 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 | 13.004 | 8.815 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 316M | 36,709% |
| Annual Yield % from dividends | 2.25 | 0.43 | 520% |
| Returns for 1 year | 14.83 | 13.78 | 108% |
| Returns for 3 years | 30.29 | 16.29 | 186% |
| Returns for 5 years | 47.83 | 1.20 | 3,985% |
| Returns for 10 years | 68.33 | 31.70 | 216% |
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