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CIREX vs RGBHX
CIREX vs RGBHX Comparison
Open Charts CIREX vs RGBHX
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
American Funds Global Balanced R5E
Price$40.49
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets29.03B
CIREX vs RGBHX Comparison Chart in %
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CIREX vs. RGBHX commentary
Sep 08, 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 RGBHX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. RGBHX (29B). CIREX pays higher dividends than RGBHX: CIREX (2.69) vs RGBHX (2.18). CIREX was incepted earlier than RGBHX: CIREX (24 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 : 11.63 vs. RGBHX (7.16). CIREX return over 5 years is better than : 53.56 vs. RGBHX (25.60).
| CIREX | RGBHX | CIREX / RGBHX | |
| Total Expense Ratio | 0.85 | 0.63 | 135% |
| Annual Report Gross Expense Ratio | 0.85 | 0.63 | 135% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.156 | 12.443 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 29B | 407% |
| Annual Yield % from dividends | 2.69 | 2.18 | 123% |
| Returns for 1 year | 11.63 | 7.16 | 162% |
| Returns for 3 years | 39.47 | 35.80 | 110% |
| Returns for 5 years | 53.56 | 25.60 | 209% |
| Returns for 10 years | 90.32 | N/A | - |
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