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CIREX vs SLFYX
CIREX vs SLFYX Comparison
Open Charts CIREX vs SLFYX
American Funds Capital Income Bldr 529E
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.90
Change-$0.02 (-0.25%)
VolumeN/A
CapitalizationN/A
CIREX vs SLFYX Comparison Chart
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CIREX vs. SLFYX commentary
Dec 19, 2024
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 SLFYX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. SLFYX (549M). 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 : 10.12 vs. SLFYX (3.84). CIREX return over 5 years is better than : 30.12 vs. SLFYX (22.16).
| 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 | 9.275 | 3.811 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 549M | 19,672% |
| Annual Yield % from dividends | 3.02 | 4.00 | 76% |
| Returns for 1 year | 10.12 | 3.84 | 264% |
| Returns for 3 years | 12.79 | 12.33 | 104% |
| Returns for 5 years | 30.12 | 22.16 | 136% |
| Returns for 10 years | 60.88 | N/A | - |
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