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CIREX vs RGBHX
CIREX vs RGBHX Comparison
Open Charts CIREX vs RGBHX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced R5E
Price$39.82
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CIREX vs RGBHX Comparison Chart in %
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CIREX vs. RGBHX commentary
Jul 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 Buy and RGBHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. RGBHX (28.1B). CIREX pays higher dividends than RGBHX: CIREX (2.75) vs RGBHX (2.22). CIREX was incepted earlier than RGBHX: CIREX (23 years) vs RGBHX (10 years). CIREX (0.85) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and RGBHX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 15.44 vs. RGBHX (7.92). CIREX return over 5 years is better than : 54.30 vs. RGBHX (27.76).
| CIREX | RGBHX | CIREX / RGBHX | |
| Total Expense Ratio | 0.85 | 0.63 | 135% |
| Annual Report Gross Expense Ratio | 0.85 | 0.63 | 135% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.928 | 10.201 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 28.1B | 413% |
| Annual Yield % from dividends | 2.75 | 2.22 | 124% |
| Returns for 1 year | 15.44 | 7.92 | 195% |
| Returns for 3 years | 34.36 | 30.97 | 111% |
| Returns for 5 years | 54.30 | 27.76 | 196% |
| Returns for 10 years | 79.69 | N/A | - |