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CIREX vs SLFYX
CIREX vs SLFYX Comparison
Open Charts CIREX vs SLFYX
American Funds Capital Income Bldr 529E
Price$68.80
Change+$2.55 (+3.85%)
VolumeN/A
Net Assets100.5B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.92
Change+$0.04 (+0.51%)
VolumeN/A
Net Assets536.54M
CIREX vs SLFYX Comparison Chart
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CIREX vs. SLFYX commentary
Apr 11, 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 SLFYX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 100B vs. SLFYX (537M). SLFYX pays higher dividends than CIREX: SLFYX (3.33) vs CIREX (2.90). CIREX was incepted earlier than SLFYX: CIREX (23 years) vs SLFYX (10 years). SLFYX (1.87) is less costly to investors than CIREX (0.85). CIREX has a lower initial minimum investment than SLFYX: CIREX (250) vs SLFYX (100000). SLFYX annual gain was more profitable for investors over the last year : 3.29 vs. CIREX (0.74). CIREX return over 5 years is better than : 40.02 vs. SLFYX (36.63).
| CIREX | SLFYX | CIREX / SLFYX | |
| Total Expense Ratio | 0.85 | 0.65 | 131% |
| Annual Report Gross Expense Ratio | 0.85 | 1.87 | 45% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -3.413 | 2.738 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 537M | 18,622% |
| Annual Yield % from dividends | 2.90 | 3.33 | 87% |
| Returns for 1 year | 0.74 | 3.29 | 23% |
| Returns for 3 years | 5.74 | 4.80 | 120% |
| Returns for 5 years | 40.02 | 36.63 | 109% |
| Returns for 10 years | 49.27 | 23.55 | 209% |