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CIRCX vs FSBKX
CIRCX vs FSBKX Comparison
Open Charts CIRCX vs FSBKX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
Federated Hermes Global Allocation R
Price$20.88
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets270.57M
CIRCX vs FSBKX Comparison Chart
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CIRCX vs. FSBKX 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 FSBKX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B vs. FSBKX (271M). CIRCX pays higher dividends than FSBKX: CIRCX (2.29) vs FSBKX (1.59). CIRCX was incepted earlier than FSBKX: CIRCX (23 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). CIRCX annual gain was more profitable for investors over the last year : 13.05 vs. FSBKX (8.41). CIRCX return over 5 years is better than : 49.37 vs. FSBKX (16.25).
| CIRCX | FSBKX | CIRCX / FSBKX | |
| Total Expense Ratio | 1.37 | 1.58 | 87% |
| Annual Report Gross Expense Ratio | 1.37 | 1.87 | 73% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 10.002 | 4.997 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 271M | 42,066% |
| Annual Yield % from dividends | 2.29 | 1.59 | 144% |
| Returns for 1 year | 13.05 | 8.41 | 155% |
| Returns for 3 years | 31.35 | 26.33 | 119% |
| Returns for 5 years | 49.37 | 16.25 | 304% |
| Returns for 10 years | 63.86 | 24.22 | 264% |
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