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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
American Funds Global Balanced R5
Price$37.20
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets25.39B
CIREX vs RGBFX Comparison Chart
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CIREX vs. RGBFX commentary
Jan 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. RGBFX (25.4B). 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 : 10.45 vs. RGBFX (6.05). CIREX return over 5 years is better than : 27.61 vs. RGBFX (14.02).
| 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 | 1.421 | 1.335 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 25.4B | 421% |
| Annual Yield % from dividends | 3.02 | 1.89 | 160% |
| Returns for 1 year | 10.45 | 6.05 | 173% |
| Returns for 3 years | 9.38 | 2.40 | 391% |
| Returns for 5 years | 27.61 | 14.02 | 197% |
| Returns for 10 years | 59.94 | 33.20 | 181% |