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CIREX vs SLFYX
CIREX vs SLFYX Comparison
Open Charts CIREX vs SLFYX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.82
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets554.4M
CIREX vs SLFYX Comparison Chart
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CIREX vs. SLFYX commentary
Jan 19, 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 SLFYX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. SLFYX (554M). SLFYX pays higher dividends than CIREX: SLFYX (4.00) vs CIREX (3.02). CIREX was incepted earlier than SLFYX: CIREX (23 years) vs SLFYX (10 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. SLFYX (93.00). CIREX has a lower initial minimum investment than SLFYX: CIREX (250) vs SLFYX (100000). CIREX annual gain was more profitable for investors over the last year : 10.45 vs. SLFYX (6.41). CIREX return over 5 years is better than : 27.61 vs. SLFYX (25.30).
| CIREX | SLFYX | CIREX / SLFYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 1.421 | 1.956 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 554M | 19,314% |
| Annual Yield % from dividends | 3.02 | 4.00 | 76% |
| Returns for 1 year | 10.45 | 6.41 | 163% |
| Returns for 3 years | 9.38 | 12.02 | 78% |
| Returns for 5 years | 27.61 | 25.30 | 109% |
| Returns for 10 years | 59.94 | 22.75 | 264% |
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