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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$67.85
Change-$3.26 (-4.58%)
VolumeN/A
Net Assets107.94B
American Funds Global Balanced R5
Price$36.69
Change-$0.69 (-1.85%)
VolumeN/A
Net Assets25.81B
CIREX vs RGBFX Comparison Chart
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CIREX vs. RGBFX commentary
Apr 05, 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. RGBFX (25.8B). CIREX pays higher dividends than RGBFX: CIREX (2.90) vs RGBFX (2.27). CIREX was incepted earlier than RGBFX: CIREX (23 years) vs RGBFX (14 years). CIREX (0.85) is less costly to investors than RGBFX (0.52). CIREX (250) and RGBFX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 8.10 vs. RGBFX (0.23). CIREX return over 5 years is better than : 59.42 vs. RGBFX (35.88).
| CIREX | RGBFX | CIREX / RGBFX | |
| Total Expense Ratio | 0.85 | 0.52 | 163% |
| Annual Report Gross Expense Ratio | 0.85 | 0.52 | 163% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.672 | 0.497 | 740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 25.8B | 419% |
| Annual Yield % from dividends | 2.90 | 2.27 | 128% |
| Returns for 1 year | 8.10 | 0.23 | 3,554% |
| Returns for 3 years | 13.21 | 5.18 | 255% |
| Returns for 5 years | 59.42 | 35.88 | 166% |
| Returns for 10 years | 61.36 | 30.07 | 204% |
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