CIRCX
Price
$78.87
Change
+$0.13 (+0.17%)
Updated
Sep 8 closing price
Net Assets
118.23B
GAOZX
Price
$22.28
Change
+$0.15 (+0.68%)
Updated
Sep 8 closing price
Net Assets
2.89B
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CIRCX vs GAOZX

Header iconCIRCX vs GAOZX Comparison
Open Charts CIRCX vs GAOZXBanner chart's image
American Funds Capital Income Bldr 529C
Price$78.87
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
JPMorgan Global Allocation R6
Price$22.28
Change+$0.15 (+0.68%)
VolumeN/A
Net Assets2.89B
CIRCX vs GAOZX Comparison Chart in %
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CIRCX vs. GAOZX commentary
Sep 10, 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 GAOZX is a Buy.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. GAOZX (2.9B). GAOZX pays higher dividends than CIRCX: GAOZX (3.00) vs CIRCX (2.20). CIRCX was incepted earlier than GAOZX: CIRCX (24 years) vs GAOZX (8 years). CIRCX (1.37) is less costly to investors than GAOZX (0.68). GAOZX is a more actively managed with annual turnover of: 94.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than GAOZX: CIRCX (250) vs GAOZX (15000000). GAOZX (12.42) and CIRCX (12.33) have marching annual gain over last year. CIRCX return over 5 years is better than : 49.66 vs. GAOZX (25.87).
CIRCXGAOZXCIRCX / GAOZX
Total Expense Ratio1.370.65211%
Annual Report Gross Expense Ratio1.370.68201%
Fund Existence24 years8 years-
Gain YTD14.92811.692128%
Front LoadN/AN/A-
Min. Initial Investment250150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets118B2.9B4,076%
Annual Yield % from dividends2.203.0073%
Returns for 1 year12.3312.4299%
Returns for 3 years34.3734.8999%
Returns for 5 years49.6625.87192%
Returns for 10 years81.57N/A-
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