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CIREX vs CSAZX
CIREX vs CSAZX Comparison
Open Charts CIREX vs CSAZX
American Funds Capital Income Bldr 529E
Price$72.63
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.59B
Columbia Global Opportunities Inst
Price$13.86
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets302.11M
CIREX vs CSAZX Comparison Chart
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CIREX vs. CSAZX commentary
May 10, 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 CIREX is a Buy and CSAZX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. CSAZX (302M). CIREX pays higher dividends than CSAZX: CIREX (2.89) vs CSAZX (0.68). CIREX was incepted earlier than CSAZX: CIREX (23 years) vs CSAZX (15 years). CSAZX (0.97) is less costly to investors than CIREX (0.85). CSAZX is a more actively managed with annual turnover of: 122.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than CSAZX: CIREX (250) vs CSAZX (2000). CIREX annual gain was more profitable for investors over the last year : 9.97 vs. CSAZX (6.12). CIREX return over 5 years is better than : 52.51 vs. CSAZX (4.78).
| CIREX | CSAZX | CIREX / CSAZX | |
| Total Expense Ratio | 0.85 | 0.97 | 88% |
| Annual Report Gross Expense Ratio | 0.85 | 0.97 | 88% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 5.888 | 1.244 | 474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 302M | 36,424% |
| Annual Yield % from dividends | 2.89 | 0.68 | 422% |
| Returns for 1 year | 9.97 | 6.12 | 163% |
| Returns for 3 years | 24.06 | 9.02 | 267% |
| Returns for 5 years | 52.51 | 4.78 | 1,098% |
| Returns for 10 years | 62.92 | 23.11 | 272% |