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CIRCX vs SIFAX
CIRCX vs SIFAX Comparison
Open Charts CIRCX vs SIFAX
American Funds Capital Income Bldr 529C
Price$71.31
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets107.94B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$7.84
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets551.76M
CIRCX vs SIFAX Comparison Chart
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CIRCX vs. SIFAX commentary
Jan 31, 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 SIFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. SIFAX (552M). 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 : 10.48 vs. SIFAX (5.01). CIRCX return over 5 years is better than : 29.12 vs. SIFAX (25.93).
| 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 | 3.004 | 1.953 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 552M | 19,565% |
| Annual Yield % from dividends | 2.49 | 3.71 | 67% |
| Returns for 1 year | 10.48 | 5.01 | 209% |
| Returns for 3 years | 10.25 | 9.80 | 105% |
| Returns for 5 years | 29.12 | 25.93 | 112% |
| Returns for 10 years | 53.68 | 19.18 | 280% |
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