Interact to see
Advertisement
Advertisement
CIREX vs RGBGX
CIREX vs RGBGX Comparison
Open Charts CIREX vs RGBGX
American Funds Capital Income Bldr 529E
Price$79.64
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
American Funds Global Balanced R6
Price$41.41
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets29.79B
CIREX vs RGBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. RGBGX commentary
Oct 07, 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 RGBGX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. RGBGX (29.8B). CIREX pays higher dividends than RGBGX: CIREX (2.67) vs RGBGX (2.32). CIREX was incepted earlier than RGBGX: CIREX (24 years) vs RGBGX (15 years). CIREX (0.85) is less costly to investors than RGBGX (0.47). RGBGX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and RGBGX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 11.87 vs. RGBGX (7.36). CIREX return over 5 years is better than : 56.73 vs. RGBGX (30.76).
| CIREX | RGBGX | CIREX / RGBGX | |
| Total Expense Ratio | 0.85 | 0.47 | 181% |
| Annual Report Gross Expense Ratio | 0.85 | 0.47 | 181% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 17.358 | 15.150 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 29.8B | 403% |
| Annual Yield % from dividends | 2.67 | 2.32 | 115% |
| Returns for 1 year | 11.87 | 7.36 | 161% |
| Returns for 3 years | 50.44 | 47.00 | 107% |
| Returns for 5 years | 56.73 | 30.76 | 184% |
| Returns for 10 years | 88.99 | 54.70 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement