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CIREX vs IMRFX
CIREX vs IMRFX Comparison
Open Charts CIREX vs IMRFX
American Funds Capital Income Bldr 529E
Price$79.19
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
Columbia Global Opportunities A
Price$15.27
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets319.6M
CIREX vs IMRFX Comparison Chart in %
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CIREX vs. IMRFX commentary
Nov 19, 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 IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. IMRFX (320M). CIREX pays higher dividends than IMRFX: CIREX (2.67) vs IMRFX (0.41). CIREX was incepted earlier than IMRFX: CIREX (24 years) vs IMRFX (41 years). IMRFX (1.22) is less costly to investors than CIREX (0.85). IMRFX is a more actively managed with annual turnover of: 100.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than IMRFX: CIREX (250) vs IMRFX (2000). CIREX (12.87) and IMRFX (12.38) have marching annual gain over last year. CIREX return over 5 years is better than : 49.53 vs. IMRFX (0.26).
| CIREX | IMRFX | CIREX / IMRFX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 16.695 | 13.111 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 320M | 37,500% |
| Annual Yield % from dividends | 2.67 | 0.41 | 657% |
| Returns for 1 year | 12.87 | 12.38 | 104% |
| Returns for 3 years | 37.58 | 26.67 | 141% |
| Returns for 5 years | 49.53 | 0.26 | 18,769% |
| Returns for 10 years | 88.12 | 40.75 | 216% |
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