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CIRCX vs SIFAX
CIRCX vs SIFAX Comparison
Open Charts CIRCX vs SIFAX
American Funds Capital Income Bldr 529C
Price$71.77
Change-$0.49 (-0.68%)
VolumeN/A
Net Assets109.05B
SEI Multi-Asset Inflation Mgd F (SIMT)
Price$8.04
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets556.93M
CIRCX vs SIFAX Comparison Chart
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CIRCX vs. SIFAX commentary
Mar 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 109B vs. SIFAX (557M). SIFAX pays higher dividends than CIRCX: SIFAX (3.12) vs CIRCX (2.33). CIRCX was incepted earlier than SIFAX: CIRCX (23 years) vs SIFAX (13 years). SIFAX (2.14) is less costly to investors than CIRCX (1.37). 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 : 8.69 vs. SIFAX (7.40). CIRCX return over 5 years is better than : 58.29 vs. SIFAX (38.83).
| CIRCX | SIFAX | CIRCX / SIFAX | |
| Total Expense Ratio | 1.37 | 0.91 | 151% |
| Annual Report Gross Expense Ratio | 1.37 | 2.14 | 64% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.138 | 4.818 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 557M | 19,569% |
| Annual Yield % from dividends | 2.33 | 3.12 | 75% |
| Returns for 1 year | 8.69 | 7.40 | 117% |
| Returns for 3 years | 17.29 | 6.07 | 285% |
| Returns for 5 years | 58.29 | 38.83 | 150% |
| Returns for 10 years | 58.43 | 25.00 | 234% |
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