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CIREX vs FFAAX
CIREX vs FFAAX Comparison
Open Charts CIREX vs FFAAX
American Funds Capital Income Bldr 529E
Price$73.83
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
Franklin Global Allocation Adv
Price$16.36
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets2.72B
CIREX vs FFAAX Comparison Chart
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CIREX vs. FFAAX commentary
May 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 CIREX is a Buy and FFAAX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 112B vs. FFAAX (2.72B). CIREX pays higher dividends than FFAAX: CIREX (2.89) vs FFAAX (1.32). CIREX was incepted earlier than FFAAX: CIREX (23 years) vs FFAAX (22 years). CIREX (0.85) is less costly to investors than FFAAX (0.77). FFAAX is a more actively managed with annual turnover of: 59.82 vs. CIREX (56.00). CIREX has a lower initial minimum investment than FFAAX: CIREX (250) vs FFAAX (100000). CIREX (10.17) and FFAAX (10.09) have marching annual gain over last year. CIREX return over 5 years is better than : 55.51 vs. FFAAX (51.13).
| CIREX | FFAAX | CIREX / FFAAX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.85 | 0.77 | 110% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 7.638 | 4.692 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 2.72B | 4,119% |
| Annual Yield % from dividends | 2.89 | 1.32 | 220% |
| Returns for 1 year | 10.17 | 10.09 | 101% |
| Returns for 3 years | 24.68 | 28.33 | 87% |
| Returns for 5 years | 55.51 | 51.13 | 109% |
| Returns for 10 years | 64.43 | 36.79 | 175% |
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