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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
American Funds Global Balanced R5
Price$40.60
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets28.93B
CIREX vs RGBFX Comparison Chart in %
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CIREX vs. RGBFX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. RGBFX (28.9B). CIREX pays higher dividends than RGBFX: CIREX (2.69) vs RGBFX (2.27). CIREX was incepted earlier than RGBFX: CIREX (24 years) vs RGBFX (15 years). CIREX (0.85) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and RGBFX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 11.63 vs. RGBFX (6.92). CIREX return over 5 years is better than : 53.56 vs. RGBFX (25.66).
| CIREX | RGBFX | CIREX / RGBFX | |
| Total Expense Ratio | 0.85 | 0.52 | 163% |
| Annual Report Gross Expense Ratio | 0.85 | 0.52 | 163% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 15.156 | 12.137 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 28.9B | 408% |
| Annual Yield % from dividends | 2.69 | 2.27 | 118% |
| Returns for 1 year | 11.63 | 6.92 | 168% |
| Returns for 3 years | 39.47 | 35.68 | 111% |
| Returns for 5 years | 53.56 | 25.66 | 209% |
| Returns for 10 years | 90.32 | 53.38 | 169% |
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