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CIRCX vs FSBLX
CIRCX vs FSBLX Comparison
Open Charts CIRCX vs FSBLX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Federated Hermes Global Allocation R6
Price$21.63
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets277.47M
CIRCX vs FSBLX Comparison Chart in %
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CIRCX vs. FSBLX commentary
Jul 07, 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 FSBLX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. FSBLX (277M). FSBLX (2.33) and CIRCX (2.25) have matching dividends . CIRCX was incepted earlier than FSBLX: CIRCX (23 years) vs FSBLX (9 years). CIRCX (1.37) is less costly to investors than FSBLX (1.11). FSBLX is a more actively managed with annual turnover of: 102.00 vs. CIRCX (56.00). FSBLX has a lower initial minimum investment than CIRCX: FSBLX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. FSBLX (11.78). CIRCX return over 5 years is better than : 50.30 vs. FSBLX (21.85).
| CIRCX | FSBLX | CIRCX / FSBLX | |
| Total Expense Ratio | 1.37 | 0.84 | 163% |
| Annual Report Gross Expense Ratio | 1.37 | 1.11 | 123% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.625 | 8.633 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 277M | 41,877% |
| Annual Yield % from dividends | 2.25 | 2.33 | 97% |
| Returns for 1 year | 14.86 | 11.78 | 126% |
| Returns for 3 years | 32.24 | 32.12 | 100% |
| Returns for 5 years | 50.30 | 21.85 | 230% |
| Returns for 10 years | 70.43 | N/A | - |
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