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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$79.55
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Columbia Global Opportunities A
Price$15.34
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets322.84M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Oct 19, 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 IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. IMRFX (323M). CIRCX pays higher dividends than IMRFX: CIRCX (2.16) vs IMRFX (0.41). CIRCX was incepted earlier than IMRFX: CIRCX (24 years) vs IMRFX (41 years). CIRCX (1.37) is less costly to investors than IMRFX (1.22). IMRFX is a more actively managed with annual turnover of: 122.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than IMRFX: CIRCX (250) vs IMRFX (2000). IMRFX annual gain was more profitable for investors over the last year : 10.94 vs. CIRCX (9.92). CIRCX return over 5 years is better than : 51.59 vs. IMRFX (3.72).
| CIRCX | IMRFX | CIRCX / IMRFX | |
| Total Expense Ratio | 1.37 | 1.22 | 112% |
| Annual Report Gross Expense Ratio | 1.37 | 1.22 | 112% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 16.357 | 13.630 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 323M | 37,152% |
| Annual Yield % from dividends | 2.16 | 0.41 | 525% |
| Returns for 1 year | 9.92 | 10.94 | 91% |
| Returns for 3 years | 45.77 | 35.06 | 131% |
| Returns for 5 years | 51.59 | 3.72 | 1,386% |
| Returns for 10 years | 77.34 | 40.77 | 190% |
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