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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$80.32
Change-$0.65 (-0.80%)
VolumeN/A
Net Assets121.54B
Columbia Global Opportunities A
Price$15.44
Change-$0.16 (-1.03%)
VolumeN/A
Net Assets322.28M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 122B vs. IMRFX (322M). CIRCX pays higher dividends than IMRFX: CIRCX (2.17) 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). CIRCX (14.13) and IMRFX (13.48) have marching annual gain over last year. CIRCX return over 5 years is better than : 49.72 vs. IMRFX (3.09).
| 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 | 18.434 | 15.556 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 322M | 37,888% |
| Annual Yield % from dividends | 2.17 | 0.41 | 533% |
| Returns for 1 year | 14.13 | 13.48 | 105% |
| Returns for 3 years | 38.40 | 28.87 | 133% |
| Returns for 5 years | 49.72 | 3.09 | 1,608% |
| Returns for 10 years | 86.14 | 46.23 | 186% |
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