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CIREX vs GBLCX
CIREX vs GBLCX Comparison
Open Charts CIREX vs GBLCX
American Funds Capital Income Bldr 529E
Price$70.50
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
American Funds Global Balanced C
Price$37.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
CIREX vs GBLCX Comparison Chart
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CIREX vs. GBLCX commentary
Jan 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 Hold and GBLCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. GBLCX (25.6B). CIREX pays higher dividends than GBLCX: CIREX (3.02) vs GBLCX (0.89). CIREX was incepted earlier than GBLCX: CIREX (23 years) vs GBLCX (14 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. GBLCX (91.00). CIREX (250) and GBLCX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 10.44 vs. GBLCX (5.50). CIREX return over 5 years is better than : 29.32 vs. GBLCX (12.04).
| CIREX | GBLCX | CIREX / GBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.189 | 2.349 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 25.6B | 422% |
| Annual Yield % from dividends | 3.02 | 0.89 | 338% |
| Returns for 1 year | 10.44 | 5.50 | 190% |
| Returns for 3 years | 11.90 | 2.75 | 433% |
| Returns for 5 years | 29.32 | 12.04 | 244% |
| Returns for 10 years | 59.90 | 28.18 | 213% |