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CIRCX vs FMQRX
CIRCX vs FMQRX Comparison
Open Charts CIRCX vs FMQRX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
Franklin Mutual Quest R6
Price$15.94
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets2.69B
CIRCX vs FMQRX Comparison Chart in %
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CIRCX vs. FMQRX commentary
Sep 08, 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 CIRCX is a Buy and FMQRX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. FMQRX (2.69B). FMQRX pays higher dividends than CIRCX: FMQRX (4.58) vs CIRCX (2.20). CIRCX was incepted earlier than FMQRX: CIRCX (24 years) vs FMQRX (12 years). CIRCX (1.37) is less costly to investors than FMQRX (0.75). CIRCX is a more actively managed with annual turnover of: 56.00 vs. FMQRX (48.47). CIRCX has a lower initial minimum investment than FMQRX: CIRCX (250) vs FMQRX (1000000). FMQRX annual gain was more profitable for investors over the last year : 11.80 vs. CIRCX (11.05). FMQRX (50.21) and CIRCX (49.59) have equivalent 5 years return.
| CIRCX | FMQRX | CIRCX / FMQRX | |
| Total Expense Ratio | 1.37 | 0.72 | 190% |
| Annual Report Gross Expense Ratio | 1.37 | 0.75 | 183% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.738 | 12.509 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.69B | 4,390% |
| Annual Yield % from dividends | 2.20 | 4.58 | 48% |
| Returns for 1 year | 11.05 | 11.80 | 94% |
| Returns for 3 years | 37.27 | 37.04 | 101% |
| Returns for 5 years | 49.59 | 50.21 | 99% |
| Returns for 10 years | 80.50 | 39.33 | 205% |
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