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CIRCX vs IASRX
CIRCX vs IASRX Comparison
Open Charts CIRCX vs IASRX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
Macquarie Asset Strategy Fund Cl R
Price$22.30
Change-$0.19 (-0.84%)
VolumeN/A
Net Assets1.79B
CIRCX vs IASRX Comparison Chart
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CIRCX vs. IASRX 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 IASRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B vs. IASRX (1.79B). CIRCX pays higher dividends than IASRX: CIRCX (2.29) vs IASRX (1.26). CIRCX was incepted earlier than IASRX: CIRCX (23 years) vs IASRX (17 years). CIRCX (1.37) and IASRX (1.31) have similar cost to investors . CIRCX (56.00) and IASRX (54.00) have comparable annual turnover. 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 : 13.05 vs. IASRX (4.20). CIRCX return over 5 years is better than : 49.37 vs. IASRX (21.17).
| CIRCX | IASRX | CIRCX / IASRX | |
| Total Expense Ratio | 1.37 | 1.31 | 105% |
| Annual Report Gross Expense Ratio | 1.37 | 1.31 | 105% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 10.002 | 7.299 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.79B | 6,376% |
| Annual Yield % from dividends | 2.29 | 1.26 | 182% |
| Returns for 1 year | 13.05 | 4.20 | 311% |
| Returns for 3 years | 31.35 | 18.82 | 167% |
| Returns for 5 years | 49.37 | 21.17 | 233% |
| Returns for 10 years | 63.86 | -3.95 | -1,618% |
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