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CIRCX vs SIFAX
CIRCX vs SIFAX Comparison
Open Charts CIRCX vs SIFAX
American Funds Capital Income Bldr 529C
Price$72.87
Change-$0.37 (-0.51%)
VolumeN/A
CapitalizationN/A
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$7.91
Change-$0.02 (-0.25%)
VolumeN/A
CapitalizationN/A
CIRCX vs SIFAX Comparison Chart
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CIRCX vs. SIFAX commentary
Dec 19, 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 SIFAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 109B vs. SIFAX (551M). SIFAX pays higher dividends than CIRCX: SIFAX (3.71) vs CIRCX (2.49). CIRCX was incepted earlier than SIFAX: CIRCX (23 years) vs SIFAX (13 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. SIFAX (93.00). CIRCX has a lower initial minimum investment than SIFAX: CIRCX (250) vs SIFAX (100000). CIRCX annual gain was more profitable for investors over the last year : 12.56 vs. SIFAX (4.07). CIRCX return over 5 years is better than : 28.67 vs. SIFAX (21.17).
| CIRCX | SIFAX | CIRCX / SIFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 11.151 | 3.806 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 551M | 19,782% |
| Annual Yield % from dividends | 2.49 | 3.71 | 67% |
| Returns for 1 year | 12.56 | 4.07 | 309% |
| Returns for 3 years | 13.49 | 11.84 | 114% |
| Returns for 5 years | 28.67 | 21.17 | 135% |
| Returns for 10 years | 55.98 | 17.11 | 327% |