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CIRAX vs GAOZX
CIRAX vs GAOZX Comparison
Open Charts CIRAX vs GAOZX
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
JPMorgan Global Allocation R6
Price$21.74
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.87B
CIRAX vs GAOZX Comparison Chart in %
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CIRAX vs. GAOZX 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 GAOZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. GAOZX (2.87B). GAOZX (3.06) and CIRAX (2.97) have matching dividends . CIRAX was incepted earlier than GAOZX: CIRAX (23 years) vs GAOZX (8 years). GAOZX (0.68) is less costly to investors than CIRAX (0.62). GAOZX is a more actively managed with annual turnover of: 94.00 vs. CIRAX (56.00). CIRAX has a lower initial minimum investment than GAOZX: CIRAX (250) vs GAOZX (15000000). CIRAX annual gain was more profitable for investors over the last year : 15.72 vs. GAOZX (9.96). CIRAX return over 5 years is better than : 56.07 vs. GAOZX (30.18).
| CIRAX | GAOZX | CIRAX / GAOZX | |
| Total Expense Ratio | 0.62 | 0.65 | 95% |
| Annual Report Gross Expense Ratio | 0.62 | 0.68 | 91% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.061 | 8.985 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.87B | 4,039% |
| Annual Yield % from dividends | 2.97 | 3.06 | 97% |
| Returns for 1 year | 15.72 | 9.96 | 158% |
| Returns for 3 years | 35.30 | 32.66 | 108% |
| Returns for 5 years | 56.07 | 30.18 | 186% |
| Returns for 10 years | 83.78 | N/A | - |
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