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CIREX vs FFBGX
CIREX vs FFBGX Comparison
Open Charts CIREX vs FFBGX
American Funds Capital Income Bldr 529E
Price$79.19
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
American Funds Global Balanced 529-F-3
Price$41.27
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets29.98B
CIREX vs FFBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. FFBGX (30B). CIREX pays higher dividends than FFBGX: CIREX (2.67) vs FFBGX (2.24). CIREX was incepted earlier than FFBGX: CIREX (24 years) vs FFBGX (5 years). CIREX (0.85) is less costly to investors than FFBGX (0.53). FFBGX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and FFBGX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 12.87 vs. FFBGX (10.34). CIREX return over 5 years is better than : 49.53 vs. FFBGX (26.78).
| CIREX | FFBGX | CIREX / FFBGX | |
| Total Expense Ratio | 0.85 | 0.53 | 160% |
| Annual Report Gross Expense Ratio | 0.85 | 0.53 | 160% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 16.695 | 14.811 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 30B | 400% |
| Annual Yield % from dividends | 2.67 | 2.24 | 119% |
| Returns for 1 year | 12.87 | 10.34 | 124% |
| Returns for 3 years | 37.58 | 36.51 | 103% |
| Returns for 5 years | 49.53 | 26.78 | 185% |
| Returns for 10 years | 88.12 | N/A | - |
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