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CIRCX vs FSBKX
CIRCX vs FSBKX Comparison
Open Charts CIRCX vs FSBKX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
Federated Hermes Global Allocation R
Price$21.98
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets280.5M
CIRCX vs FSBKX Comparison Chart in %
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CIRCX vs. FSBKX commentary
Sep 06, 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 FSBKX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. FSBKX (280M). CIRCX pays higher dividends than FSBKX: CIRCX (2.20) vs FSBKX (1.61). CIRCX was incepted earlier than FSBKX: CIRCX (24 years) vs FSBKX (22 years). FSBKX (1.87) is less costly to investors than CIRCX (1.37). FSBKX is a more actively managed with annual turnover of: 102.00 vs. CIRCX (56.00). FSBKX has a lower initial minimum investment than CIRCX: FSBKX (0) vs CIRCX (250). FSBKX annual gain was more profitable for investors over the last year : 11.71 vs. CIRCX (11.05). CIRCX return over 5 years is better than : 49.59 vs. FSBKX (14.70).
| CIRCX | FSBKX | CIRCX / FSBKX | |
| Total Expense Ratio | 1.37 | 1.58 | 87% |
| Annual Report Gross Expense Ratio | 1.37 | 1.87 | 73% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.738 | 10.996 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 280M | 42,143% |
| Annual Yield % from dividends | 2.20 | 1.61 | 136% |
| Returns for 1 year | 11.05 | 11.71 | 94% |
| Returns for 3 years | 37.27 | 34.43 | 108% |
| Returns for 5 years | 49.59 | 14.70 | 337% |
| Returns for 10 years | 80.50 | 38.57 | 209% |
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