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CIREX vs FFBGX
CIREX vs FFBGX Comparison
Open Charts CIREX vs FFBGX
American Funds Capital Income Bldr 529E
Price$75.27
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
American Funds Global Balanced 529-F-3
Price$39.03
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets27.11B
CIREX vs FFBGX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. FFBGX (27.1B). CIREX pays higher dividends than FFBGX: CIREX (2.80) vs FFBGX (2.18). CIREX was incepted earlier than FFBGX: CIREX (23 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 : 12.76 vs. FFBGX (5.32).
| CIREX | FFBGX | CIREX / FFBGX | |
| Total Expense Ratio | 0.85 | 0.53 | 160% |
| Annual Report Gross Expense Ratio | 0.85 | 0.53 | 160% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.737 | 7.080 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 27.1B | 417% |
| Annual Yield % from dividends | 2.80 | 2.18 | 129% |
| Returns for 1 year | 12.76 | 5.32 | 240% |
| Returns for 3 years | 22.91 | 20.26 | 113% |
| Returns for 5 years | 47.66 | N/A | - |
| Returns for 10 years | 72.92 | N/A | - |
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