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CIRAX vs GAOTX
CIRAX vs GAOTX Comparison
Open Charts CIRAX vs GAOTX
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R3
Price$21.55
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.87B
CIRAX vs GAOTX Comparison Chart in %
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CIRAX vs. GAOTX 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 GAOTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. GAOTX (2.87B). CIRAX pays higher dividends than GAOTX: CIRAX (2.97) vs GAOTX (2.66). CIRAX was incepted earlier than GAOTX: CIRAX (23 years) vs GAOTX (7 years). GAOTX (1.21) is less costly to investors than CIRAX (0.62). GAOTX is a more actively managed with annual turnover of: 94.00 vs. CIRAX (56.00). GAOTX has a lower initial minimum investment than CIRAX: GAOTX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 15.72 vs. GAOTX (9.41). CIRAX return over 5 years is better than : 56.07 vs. GAOTX (27.01).
| CIRAX | GAOTX | CIRAX / GAOTX | |
| Total Expense Ratio | 0.62 | 1.15 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 1.21 | 51% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 13.061 | 8.698 | 150% |
| 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 | 2.66 | 112% |
| Returns for 1 year | 15.72 | 9.41 | 167% |
| Returns for 3 years | 35.30 | 30.69 | 115% |
| Returns for 5 years | 56.07 | 27.01 | 208% |
| Returns for 10 years | 83.78 | N/A | - |
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