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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$75.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Columbia Global Opportunities A
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets307.72M
CIRCX vs IMRFX Comparison Chart
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CIRCX vs. IMRFX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 113B vs. IMRFX (308M). CIRCX pays higher dividends than IMRFX: CIRCX (2.29) vs IMRFX (0.45). CIRCX was incepted earlier than IMRFX: CIRCX (23 years) vs IMRFX (40 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 : 12.19 vs. IMRFX (6.52). CIRCX return over 5 years is better than : 43.81 vs. IMRFX (1.94).
| 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 | 40 years | - |
| Gain YTD | 9.477 | 4.148 | 228% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 308M | 36,688% |
| Annual Yield % from dividends | 2.29 | 0.45 | 508% |
| Returns for 1 year | 12.19 | 6.52 | 187% |
| Returns for 3 years | 20.96 | 7.16 | 293% |
| Returns for 5 years | 43.81 | 1.94 | 2,254% |
| Returns for 10 years | 64.01 | 25.95 | 247% |
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