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CIRCX vs SLFYX
CIRCX vs SLFYX Comparison
Open Charts CIRCX vs SLFYX
American Funds Capital Income Bldr 529C
Price$71.27
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.90
Change-$0.02 (-0.25%)
VolumeN/A
CapitalizationN/A
CIRCX vs SLFYX Comparison Chart
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CIRCX vs. SLFYX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. SLFYX (549M). 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 : 12.56 vs. SLFYX (3.84). CIRCX return over 5 years is better than : 28.67 vs. SLFYX (22.16).
| 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 | 11.151 | 3.811 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 549M | 19,672% |
| Annual Yield % from dividends | 2.49 | 4.00 | 62% |
| Returns for 1 year | 12.56 | 3.84 | 327% |
| Returns for 3 years | 13.49 | 12.33 | 109% |
| Returns for 5 years | 28.67 | 22.16 | 129% |
| Returns for 10 years | 55.98 | N/A | - |