Interact to see
Advertisement
Advertisement
CIRCX vs FSBCX
CIRCX vs FSBCX Comparison
Open Charts CIRCX vs FSBCX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
Federated Hermes Global Allocation C
Price$20.29
Change-$0.17 (-0.83%)
VolumeN/A
Net Assets270.57M
CIRCX vs FSBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. FSBCX commentary
Jun 16, 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: 114B vs. FSBCX (271M). CIRCX pays higher dividends than FSBCX: CIRCX (2.29) vs FSBCX (1.30). 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 : 13.05 vs. FSBCX (8.00). CIRCX return over 5 years is better than : 49.37 vs. FSBCX (13.76).
| 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 | 10.002 | 4.786 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 271M | 42,066% |
| Annual Yield % from dividends | 2.29 | 1.30 | 177% |
| Returns for 1 year | 13.05 | 8.00 | 163% |
| Returns for 3 years | 31.35 | 24.99 | 125% |
| Returns for 5 years | 49.37 | 13.76 | 359% |
| Returns for 10 years | 63.86 | 20.04 | 319% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement