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CIRCX vs FSBLX
CIRCX vs FSBLX Comparison
Open Charts CIRCX vs FSBLX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
Federated Hermes Global Allocation R6
Price$22.44
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets283.31M
CIRCX vs FSBLX Comparison Chart in %
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CIRCX vs. FSBLX commentary
Sep 29, 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: 119B vs. FSBLX (283M). FSBLX (2.27) and CIRCX (2.20) have matching dividends . CIRCX was incepted earlier than FSBLX: CIRCX (24 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). FSBLX annual gain was more profitable for investors over the last year : 11.18 vs. CIRCX (9.38). CIRCX return over 5 years is better than : 54.55 vs. FSBLX (23.80).
| CIRCX | FSBLX | CIRCX / FSBLX | |
| Total Expense Ratio | 1.37 | 0.84 | 163% |
| Annual Report Gross Expense Ratio | 1.37 | 1.11 | 123% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.626 | 13.241 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 283M | 42,049% |
| Annual Yield % from dividends | 2.20 | 2.27 | 97% |
| Returns for 1 year | 9.38 | 11.18 | 84% |
| Returns for 3 years | 47.13 | 47.34 | 100% |
| Returns for 5 years | 54.55 | 23.80 | 229% |
| Returns for 10 years | 88.00 | N/A | - |
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