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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$72.04
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
Columbia Global Opportunities A
Price$13.59
Change-$0.11 (-0.80%)
VolumeN/A
CapitalizationN/A
CIRCX vs IMRFX Comparison Chart
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CIRCX vs. IMRFX commentary
Nov 18, 2024
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: 107B vs. IMRFX (323M). 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 : 16.99 vs. IMRFX (13.72). CIRCX return over 5 years is better than : 29.88 vs. IMRFX (-3.22).
| 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 | 9.885 | 7.686 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 323M | 33,127% |
| Annual Yield % from dividends | 2.49 | 0.00 | - |
| Returns for 1 year | 16.99 | 13.72 | 124% |
| Returns for 3 years | 11.98 | -18.13 | -66% |
| Returns for 5 years | 29.88 | -3.22 | -929% |
| Returns for 10 years | 53.04 | 22.65 | 234% |
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