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CIRCX vs RIRFX
CIRCX vs RIRFX Comparison
Open Charts CIRCX vs RIRFX
American Funds Capital Income Bldr 529C
Price$78.54
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
American Funds Capital Income Bldr R5
Price$78.39
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
CIRCX vs RIRFX Comparison Chart in %
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CIRCX vs. RIRFX commentary
Aug 29, 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 StrongBuy and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX (118B) and RIRFX (118B) have equal amount of cash in the bank . RIRFX pays higher dividends than CIRCX: RIRFX (3.25) vs CIRCX (2.25). CIRCX was incepted earlier than RIRFX: CIRCX (24 years) vs RIRFX (23 years). CIRCX (1.37) is less costly to investors than RIRFX (0.31). CIRCX (56.00) and RIRFX (56.00) have comparable annual turnover. CIRCX (250) and RIRFX (250) have matching initial minimum investment requirements. RIRFX annual gain was more profitable for investors over the last year : 11.09 vs. CIRCX (9.92). RIRFX return over 5 years is better than : 56.09 vs. CIRCX (48.02).
| CIRCX | RIRFX | CIRCX / RIRFX | |
| Total Expense Ratio | 1.37 | 0.31 | 442% |
| Annual Report Gross Expense Ratio | 1.37 | 0.31 | 442% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.447 | 15.248 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 118B | 100% |
| Annual Yield % from dividends | 2.25 | 3.25 | 69% |
| Returns for 1 year | 9.92 | 11.09 | 89% |
| Returns for 3 years | 33.32 | 37.68 | 88% |
| Returns for 5 years | 48.02 | 56.09 | 86% |
| Returns for 10 years | 78.62 | 77.15 | 102% |
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