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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$79.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
American Funds Global Balanced R5
Price$41.31
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.82B
CIREX vs RGBFX Comparison Chart in %
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CIREX vs. RGBFX commentary
Nov 20, 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: 119B vs. RGBFX (29.8B). CIREX pays higher dividends than RGBFX: CIREX (2.67) vs RGBFX (2.23). 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 : 12.77 vs. RGBFX (10.23). CIREX return over 5 years is better than : 49.39 vs. RGBFX (24.20).
| 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 | 16.415 | 14.721 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.8B | 399% |
| Annual Yield % from dividends | 2.67 | 2.23 | 120% |
| Returns for 1 year | 12.77 | 10.23 | 125% |
| Returns for 3 years | 37.25 | 35.91 | 104% |
| Returns for 5 years | 49.39 | 24.20 | 204% |
| Returns for 10 years | 87.66 | 54.57 | 161% |
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