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CIRAX vs GAOFX
CIRAX vs GAOFX Comparison
Open Charts CIRAX vs GAOFX
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R4
Price$21.53
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.87B
CIRAX vs GAOFX Comparison Chart in %
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CIRAX vs. GAOFX commentary
Jul 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 CIRAX is a Buy and GAOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. GAOFX (2.87B). CIRAX (2.97) and GAOFX (2.89) have matching dividends . CIRAX was incepted earlier than GAOFX: CIRAX (23 years) vs GAOFX (7 years). GAOFX (0.95) is less costly to investors than CIRAX (0.62). GAOFX is a more actively managed with annual turnover of: 94.00 vs. CIRAX (56.00). GAOFX has a lower initial minimum investment than CIRAX: GAOFX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 15.72 vs. GAOFX (9.68). CIRAX return over 5 years is better than : 56.07 vs. GAOFX (28.56).
| CIRAX | GAOFX | CIRAX / GAOFX | |
| Total Expense Ratio | 0.62 | 0.90 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 0.95 | 65% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 13.061 | 8.834 | 148% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.87B | 4,039% |
| Annual Yield % from dividends | 2.97 | 2.89 | 103% |
| Returns for 1 year | 15.72 | 9.68 | 162% |
| Returns for 3 years | 35.30 | 31.70 | 111% |
| Returns for 5 years | 56.07 | 28.56 | 196% |
| Returns for 10 years | 83.78 | N/A | - |
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