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CIRCX vs IMRFX
CIRCX vs IMRFX Comparison
Open Charts CIRCX vs IMRFX
American Funds Capital Income Bldr 529C
Price$79.92
Change+$0.37 (+0.47%)
VolumeN/A
Net Assets120.79B
Columbia Global Opportunities A
Price$13.57
Change-$1.73 (-11.31%)
VolumeN/A
Net Assets321.41M
CIRCX vs IMRFX Comparison Chart in %
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CIRCX vs. IMRFX commentary
Feb 04, 2026
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: 121B vs. IMRFX (321M). IMRFX pays higher dividends than CIRCX: IMRFX (2.25) vs CIRCX (2.06). 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 (50.00). 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 : 15.29 vs. IMRFX (1.64). CIRCX return over 5 years is better than : 41.07 vs. IMRFX (-11.36).
| 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 | 3.496 | 2.338 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 321M | 37,695% |
| Annual Yield % from dividends | 2.06 | 2.25 | 92% |
| Returns for 1 year | 15.29 | 1.64 | 935% |
| Returns for 3 years | 32.06 | 15.74 | 204% |
| Returns for 5 years | 41.07 | -11.36 | -361% |
| Returns for 10 years | 89.70 | 33.84 | 265% |
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