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CIREX vs FBCIX
CIREX vs FBCIX Comparison
Open Charts CIREX vs FBCIX
American Funds Capital Income Bldr 529E
Price$69.12
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
American Funds Capital Income Bldr 529F2
Price$69.10
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
CIREX vs FBCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX (103B) and FBCIX (103B) have equal amount of cash in the bank . FBCIX pays higher dividends than CIREX: FBCIX (3.37) vs CIREX (2.90). CIREX was incepted earlier than FBCIX: CIREX (23 years) vs FBCIX (4 years). CIREX (0.85) is less costly to investors than FBCIX (0.36). CIREX (250) and FBCIX (250) have matching initial minimum investment requirements. FBCIX annual gain was more profitable for investors over the last year : 6.89 vs. CIREX (6.38).
| CIREX | FBCIX | CIREX / FBCIX | |
| Total Expense Ratio | 0.85 | 0.36 | 236% |
| Annual Report Gross Expense Ratio | 0.85 | 0.36 | 236% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.771 | 0.901 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 103B | 100% |
| Annual Yield % from dividends | 2.90 | 3.37 | 86% |
| Returns for 1 year | 6.38 | 6.89 | 93% |
| Returns for 3 years | 11.38 | 13.01 | 87% |
| Returns for 5 years | 46.09 | N/A | - |
| Returns for 10 years | 55.61 | N/A | - |