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CIREX vs IMRFX
CIREX vs IMRFX Comparison
Open Charts CIREX vs IMRFX
American Funds Capital Income Bldr 529E
Price$68.80
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
Columbia Global Opportunities A
Price$13.07
Change+$0.50 (+3.98%)
VolumeN/A
Net Assets281.09M
CIREX vs IMRFX Comparison Chart
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CIREX vs. IMRFX commentary
Apr 11, 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 Buy and IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 100B vs. IMRFX (281M). CIREX pays higher dividends than IMRFX: CIREX (2.90) vs IMRFX (0.47). CIREX was incepted earlier than IMRFX: CIREX (23 years) vs IMRFX (40 years). IMRFX (1.22) is less costly to investors than CIREX (0.85). CIREX has a lower initial minimum investment than IMRFX: CIREX (250) vs IMRFX (2000). CIREX annual gain was more profitable for investors over the last year : 0.74 vs. IMRFX (-2.72). CIREX return over 5 years is better than : 40.02 vs. IMRFX (-1.68).
| CIREX | IMRFX | CIREX / IMRFX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | -3.413 | -6.889 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 281M | 35,587% |
| Annual Yield % from dividends | 2.90 | 0.47 | 616% |
| Returns for 1 year | 0.74 | -2.72 | -27% |
| Returns for 3 years | 5.74 | -9.16 | -63% |
| Returns for 5 years | 40.02 | -1.68 | -2,386% |
| Returns for 10 years | 49.27 | 11.37 | 433% |