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CIREX vs RGBGX
CIREX vs RGBGX Comparison
Open Charts CIREX vs RGBGX
American Funds Capital Income Bldr 529E
Price$77.48
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.95B
American Funds Global Balanced R6
Price$40.23
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets28.57B
CIREX vs RGBGX Comparison Chart in %
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CIREX vs. RGBGX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. RGBGX (28.6B). CIREX pays higher dividends than RGBGX: CIREX (2.76) vs RGBGX (2.36). CIREX was incepted earlier than RGBGX: CIREX (23 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 : 14.22 vs. RGBGX (9.28). CIREX return over 5 years is better than : 52.06 vs. RGBGX (26.01).
| CIREX | RGBGX | CIREX / RGBGX | |
| Total Expense Ratio | 0.85 | 0.47 | 181% |
| Annual Report Gross Expense Ratio | 0.85 | 0.47 | 181% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 13.588 | 11.236 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.6B | 409% |
| Annual Yield % from dividends | 2.76 | 2.36 | 117% |
| Returns for 1 year | 14.22 | 9.28 | 153% |
| Returns for 3 years | 32.62 | 28.64 | 114% |
| Returns for 5 years | 52.06 | 26.01 | 200% |
| Returns for 10 years | 78.88 | 45.66 | 173% |
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