Interact to see
Advertisement
Advertisement
CIREX vs FFAAX
CIREX vs FFAAX Comparison
Open Charts CIREX vs FFAAX
American Funds Capital Income Bldr 529E
Price$79.22
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.77B
Franklin Global Allocation Adv
Price$17.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.83B
CIREX vs FFAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. FFAAX commentary
Oct 17, 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 Hold and FFAAX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. FFAAX (2.83B). CIREX pays higher dividends than FFAAX: CIREX (2.67) vs FFAAX (0.82). CIREX was incepted earlier than FFAAX: CIREX (24 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 annual gain was more profitable for investors over the last year : 10.42 vs. FFAAX (9.66). CIREX (55.48) and FFAAX (53.49) have equivalent 5 years return.
| CIREX | FFAAX | CIREX / FFAAX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.85 | 0.77 | 110% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 16.739 | 10.829 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.83B | 4,240% |
| Annual Yield % from dividends | 2.67 | 0.82 | 327% |
| Returns for 1 year | 10.42 | 9.66 | 108% |
| Returns for 3 years | 48.98 | 49.23 | 100% |
| Returns for 5 years | 55.48 | 53.49 | 104% |
| Returns for 10 years | 86.59 | 57.92 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement