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CIRCX vs IASRX
CIRCX vs IASRX Comparison
Open Charts CIRCX vs IASRX
American Funds Capital Income Bldr 529C
Price$78.87
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
Macquarie Asset Strategy Fund Cl R
Price$23.34
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets1.83B
CIRCX vs IASRX Comparison Chart in %
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CIRCX vs. IASRX commentary
Sep 09, 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 IASRX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. IASRX (1.83B). CIRCX pays higher dividends than IASRX: CIRCX (2.20) vs IASRX (1.01). CIRCX was incepted earlier than IASRX: CIRCX (24 years) vs IASRX (17 years). CIRCX (1.37) and IASRX (1.31) have similar cost to investors . IASRX is a more actively managed with annual turnover of: 67.00 vs. CIRCX (56.00). IASRX has a lower initial minimum investment than CIRCX: IASRX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 12.33 vs. IASRX (9.42). CIRCX return over 5 years is better than : 49.66 vs. IASRX (15.72).
| CIRCX | IASRX | CIRCX / IASRX | |
| Total Expense Ratio | 1.37 | 1.31 | 105% |
| Annual Report Gross Expense Ratio | 1.37 | 1.31 | 105% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.928 | 12.762 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.83B | 6,455% |
| Annual Yield % from dividends | 2.20 | 1.01 | 217% |
| Returns for 1 year | 12.33 | 9.42 | 131% |
| Returns for 3 years | 34.37 | 20.23 | 170% |
| Returns for 5 years | 49.66 | 15.72 | 316% |
| Returns for 10 years | 81.57 | 13.24 | 616% |
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