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CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$77.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
First Eagle Global A
Price$78.97
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets64.23B
CIRFX vs SGENX Comparison Chart in %
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CIRFX vs. SGENX commentary
Aug 17, 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: 118B vs. SGENX (64.2B). CIRFX pays higher dividends than SGENX: CIRFX (3.12) vs SGENX (2.03). 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 : 13.82 vs. CIRFX (12.70). CIRFX return over 5 years is better than : 55.23 vs. SGENX (45.55).
| 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 | 14.652 | 17.831 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 64.2B | 184% |
| Annual Yield % from dividends | 3.12 | 2.03 | 154% |
| Returns for 1 year | 12.70 | 13.82 | 92% |
| Returns for 3 years | 32.29 | 34.68 | 93% |
| Returns for 5 years | 55.23 | 45.55 | 121% |
| Returns for 10 years | 88.17 | 60.99 | 145% |
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