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CIRCX vs SLFYX
CIRCX vs SLFYX Comparison
Open Charts CIRCX vs SLFYX
American Funds Capital Income Bldr 529C
Price$70.19
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.82
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets554.4M
CIRCX vs SLFYX Comparison Chart
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CIRCX vs. SLFYX commentary
Jan 19, 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 Hold and SLFYX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. SLFYX (554M). 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 : 9.87 vs. SLFYX (6.41). SLFYX (25.30) and CIRCX (24.32) 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 | 1.387 | 1.956 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 554M | 19,314% |
| Annual Yield % from dividends | 2.49 | 4.00 | 62% |
| Returns for 1 year | 9.87 | 6.41 | 154% |
| Returns for 3 years | 7.65 | 12.02 | 64% |
| Returns for 5 years | 24.32 | 25.30 | 96% |
| Returns for 10 years | 51.67 | 22.75 | 227% |