Interact to see
Advertisement
Advertisement
CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$77.48
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
Columbia Global Opportunities A
Price$13.34
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets319.25M
CIRCX vs IMRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. IMRFX commentary
Dec 26, 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 Hold and IMRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. IMRFX (319M). CIRCX pays higher dividends than IMRFX: CIRCX (2.11) vs IMRFX (0.40). 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: 100.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than IMRFX: CIRCX (250) vs IMRFX (2000). CIRCX annual gain was more profitable for investors over the last year : 12.56 vs. IMRFX (-2.27). CIRCX return over 5 years is better than : 38.84 vs. IMRFX (-12.46).
| 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 | 13.329 | -1.185 | -1,125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 319M | 37,931% |
| Annual Yield % from dividends | 2.11 | 0.40 | 522% |
| Returns for 1 year | 12.56 | -2.27 | -553% |
| Returns for 3 years | 30.44 | 17.86 | 170% |
| Returns for 5 years | 38.84 | -12.46 | -312% |
| Returns for 10 years | 75.92 | 22.85 | 332% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers