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CIRCX vs SLFYX
CIRCX vs SLFYX Comparison
Open Charts CIRCX vs SLFYX
American Funds Capital Income Bldr 529C
Price$69.02
Change+$2.55 (+3.84%)
VolumeN/A
Net Assets100.5B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.92
Change+$0.04 (+0.51%)
VolumeN/A
Net Assets536.54M
CIRCX vs SLFYX Comparison Chart
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CIRCX vs. SLFYX commentary
Apr 11, 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 SLFYX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 100B vs. SLFYX (537M). SLFYX pays higher dividends than CIRCX: SLFYX (3.33) vs CIRCX (2.37). CIRCX was incepted earlier than SLFYX: CIRCX (23 years) vs SLFYX (10 years). SLFYX (1.87) is less costly to investors than CIRCX (1.37). CIRCX has a lower initial minimum investment than SLFYX: CIRCX (250) vs SLFYX (100000). SLFYX annual gain was more profitable for investors over the last year : 3.29 vs. CIRCX (0.23). SLFYX (36.63) and CIRCX (36.39) have equivalent 5 years return.
| CIRCX | SLFYX | CIRCX / SLFYX | |
| Total Expense Ratio | 1.37 | 0.65 | 211% |
| Annual Report Gross Expense Ratio | 1.37 | 1.87 | 73% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -3.553 | 2.738 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 537M | 18,622% |
| Annual Yield % from dividends | 2.37 | 3.33 | 71% |
| Returns for 1 year | 0.23 | 3.29 | 7% |
| Returns for 3 years | 4.08 | 4.80 | 85% |
| Returns for 5 years | 36.39 | 36.63 | 99% |
| Returns for 10 years | 41.56 | 23.55 | 176% |
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