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CIRCX vs FSTBX
CIRCX vs FSTBX Comparison
Open Charts CIRCX vs FSTBX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Federated Hermes Global Allocation A
Price$21.63
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets277.47M
CIRCX vs FSTBX Comparison Chart in %
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CIRCX vs. FSTBX commentary
Jul 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 FSTBX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. FSTBX (277M). CIRCX pays higher dividends than FSTBX: CIRCX (2.25) vs FSTBX (2.04). CIRCX was incepted earlier than FSTBX: CIRCX (23 years) vs FSTBX (57 years). FSTBX (1.44) and CIRCX (1.37) have similar cost to investors . FSTBX is a more actively managed with annual turnover of: 102.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than FSTBX: CIRCX (250) vs FSTBX (1500). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. FSTBX (11.45). CIRCX return over 5 years is better than : 50.30 vs. FSTBX (19.98).
| CIRCX | FSTBX | CIRCX / FSTBX | |
| Total Expense Ratio | 1.37 | 1.15 | 119% |
| Annual Report Gross Expense Ratio | 1.37 | 1.44 | 95% |
| Fund Existence | 23 years | 57 years | - |
| Gain YTD | 12.625 | 8.473 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 277M | 41,877% |
| Annual Yield % from dividends | 2.25 | 2.04 | 110% |
| Returns for 1 year | 14.86 | 11.45 | 130% |
| Returns for 3 years | 32.24 | 30.85 | 105% |
| Returns for 5 years | 50.30 | 19.98 | 252% |
| Returns for 10 years | 70.43 | 34.33 | 205% |
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