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CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$81.15
Change+$0.36 (+0.45%)
VolumeN/A
Net Assets121.99B
First Eagle Global A
Price$86.35
Change+$0.31 (+0.36%)
VolumeN/A
Net Assets70.29B
CIRFX vs SGENX Comparison Chart in %
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CIRFX vs. SGENX commentary
Nov 30, 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 Hold and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 122B vs. SGENX (70.3B). CIRFX pays higher dividends than SGENX: CIRFX (2.96) vs SGENX (1.81). CIRFX was incepted earlier than SGENX: CIRFX (23 years) vs SGENX (56 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 : 20.61 vs. CIRFX (14.97). CIRFX return over 5 years is better than : 54.13 vs. SGENX (49.33).
| 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 | 56 years | - |
| Gain YTD | 20.086 | 28.842 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 70.3B | 174% |
| Annual Yield % from dividends | 2.96 | 1.81 | 164% |
| Returns for 1 year | 14.97 | 20.61 | 73% |
| Returns for 3 years | 41.37 | 49.15 | 84% |
| Returns for 5 years | 54.13 | 49.33 | 110% |
| Returns for 10 years | 100.67 | 74.81 | 135% |
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