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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
American Funds Global Balanced R5
Price$38.01
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets26.01B
CIREX vs RGBFX Comparison Chart
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CIREX vs. RGBFX commentary
Feb 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 StrongBuy and RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. RGBFX (26B). CIREX pays higher dividends than RGBFX: CIREX (3.02) vs RGBFX (1.89). CIREX was incepted earlier than RGBFX: CIREX (23 years) vs RGBFX (14 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. RGBFX (91.00). CIREX (250) and RGBFX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 11.86 vs. RGBFX (5.65). CIREX return over 5 years is better than : 32.96 vs. RGBFX (17.08).
| CIREX | RGBFX | CIREX / RGBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 5.059 | 3.541 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 26B | 423% |
| Annual Yield % from dividends | 3.02 | 1.89 | 160% |
| Returns for 1 year | 11.86 | 5.65 | 210% |
| Returns for 3 years | 15.88 | 7.99 | 199% |
| Returns for 5 years | 32.96 | 17.08 | 193% |
| Returns for 10 years | 61.77 | 32.76 | 189% |
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