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CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$79.67
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets120.39B
First Eagle Global A
Price$84.43
Change+$0.42 (+0.50%)
VolumeN/A
Net Assets68.77B
CIRFX vs SGENX Comparison Chart in %
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CIRFX vs. SGENX commentary
Oct 07, 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 CIRFX is a Buy and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 120B vs. SGENX (68.8B). CIRFX pays higher dividends than SGENX: CIRFX (3.04) vs SGENX (1.86). CIRFX was incepted earlier than SGENX: CIRFX (23 years) vs SGENX (55 years). SGENX (1.10) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). CIRFX has a lower initial minimum investment than SGENX: CIRFX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 16.50 vs. CIRFX (12.70). CIRFX return over 5 years is better than : 62.08 vs. SGENX (57.70).
| CIRFX | SGENX | CIRFX / SGENX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.10 | 65% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 17.896 | 25.977 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 68.8B | 174% |
| Annual Yield % from dividends | 3.04 | 1.86 | 163% |
| Returns for 1 year | 12.70 | 16.50 | 77% |
| Returns for 3 years | 47.82 | 56.03 | 85% |
| Returns for 5 years | 62.08 | 57.70 | 108% |
| Returns for 10 years | 100.25 | 76.65 | 131% |