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CIRCX vs RIREX
CIRCX vs RIREX Comparison
Open Charts CIRCX vs RIREX
American Funds Capital Income Bldr 529C
Price$75.45
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.5B
American Funds Capital Income Bldr R4
Price$75.25
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
CIRCX vs RIREX Comparison Chart
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CIRCX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX (113B) and RIREX (113B) have equal amount of cash in the bank . RIREX pays higher dividends than CIRCX: RIREX (3.02) vs CIRCX (2.29). CIRCX was incepted earlier than RIREX: CIRCX (23 years) vs RIREX (23 years). CIRCX (1.37) is less costly to investors than RIREX (0.62). CIRCX (56.00) and RIREX (56.00) have comparable annual turnover. CIRCX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 13.10 vs. CIRCX (12.27). CIRCX (43.76) and RIREX (42.75) have equivalent 5 years return.
| CIRCX | RIREX | CIRCX / RIREX | |
| Total Expense Ratio | 1.37 | 0.62 | 221% |
| Annual Report Gross Expense Ratio | 1.37 | 0.62 | 221% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.434 | 9.799 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 113B | 100% |
| Annual Yield % from dividends | 2.29 | 3.02 | 76% |
| Returns for 1 year | 12.27 | 13.10 | 94% |
| Returns for 3 years | 21.77 | 22.04 | 99% |
| Returns for 5 years | 43.76 | 42.75 | 102% |
| Returns for 10 years | 63.72 | 45.82 | 139% |
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