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CIRCX vs FSBLX
CIRCX vs FSBLX Comparison
Open Charts CIRCX vs FSBLX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
Federated Hermes Global Allocation R6
Price$21.10
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets270.57M
CIRCX vs FSBLX Comparison Chart
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CIRCX vs. FSBLX 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 FSBLX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B vs. FSBLX (271M). CIRCX (2.29) and FSBLX (2.27) 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 : 13.05 vs. FSBLX (9.26). CIRCX return over 5 years is better than : 49.37 vs. FSBLX (20.77).
| 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 | 10.002 | 5.343 | 187% |
| 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 | 2.27 | 101% |
| Returns for 1 year | 13.05 | 9.26 | 141% |
| Returns for 3 years | 31.35 | 29.23 | 107% |
| Returns for 5 years | 49.37 | 20.77 | 238% |
| Returns for 10 years | 63.86 | N/A | - |
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