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CIRCX vs SLFYX
CIRCX vs SLFYX Comparison
Open Charts CIRCX vs SLFYX
American Funds Capital Income Bldr 529C
Price$72.67
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets557.65M
CIRCX vs SLFYX Comparison Chart
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CIRCX vs. SLFYX commentary
Feb 23, 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 SLFYX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 110B vs. SLFYX (558M). SLFYX pays higher dividends than CIRCX: SLFYX (4.00) vs CIRCX (2.49). CIRCX was incepted earlier than SLFYX: CIRCX (23 years) vs SLFYX (10 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. SLFYX (93.00). CIRCX has a lower initial minimum investment than SLFYX: CIRCX (250) vs SLFYX (100000). CIRCX annual gain was more profitable for investors over the last year : 11.29 vs. SLFYX (8.16). CIRCX (29.49) and SLFYX (29.43) have equivalent 5 years return.
| CIRCX | SLFYX | CIRCX / SLFYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.969 | 4.172 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 558M | 19,713% |
| Annual Yield % from dividends | 2.49 | 4.00 | 62% |
| Returns for 1 year | 11.29 | 8.16 | 138% |
| Returns for 3 years | 14.05 | 11.93 | 118% |
| Returns for 5 years | 29.49 | 29.43 | 100% |
| Returns for 10 years | 53.40 | 25.28 | 211% |
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