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CIRCX vs FSBCX
CIRCX vs FSBCX Comparison
Open Charts CIRCX vs FSBCX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Federated Hermes Global Allocation C
Price$20.84
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets277.47M
CIRCX vs FSBCX Comparison Chart in %
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CIRCX vs. FSBCX commentary
Jul 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 FSBCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. FSBCX (277M). CIRCX pays higher dividends than FSBCX: CIRCX (2.25) vs FSBCX (1.38). CIRCX was incepted earlier than FSBCX: CIRCX (23 years) vs FSBCX (32 years). FSBCX (2.20) is less costly to investors than CIRCX (1.37). FSBCX is a more actively managed with annual turnover of: 102.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than FSBCX: CIRCX (250) vs FSBCX (1500). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. FSBCX (10.58). CIRCX return over 5 years is better than : 50.30 vs. FSBCX (14.83).
| CIRCX | FSBCX | CIRCX / FSBCX | |
| Total Expense Ratio | 1.37 | 1.95 | 70% |
| Annual Report Gross Expense Ratio | 1.37 | 2.20 | 62% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 12.625 | 8.006 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 277M | 41,877% |
| Annual Yield % from dividends | 2.25 | 1.38 | 164% |
| Returns for 1 year | 14.86 | 10.58 | 140% |
| Returns for 3 years | 32.24 | 27.83 | 116% |
| Returns for 5 years | 50.30 | 14.83 | 339% |
| Returns for 10 years | 70.43 | 25.19 | 280% |
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