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CIREX vs CIRFX
CIREX vs CIRFX Comparison
Open Charts CIREX vs CIRFX
American Funds Capital Income Bldr 529E
Price$78.35
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
American Funds Capital Income Bldr 529F
Price$78.24
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
CIREX vs CIRFX Comparison Chart in %
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CIREX vs. CIRFX commentary
Sep 27, 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 CIREX is a Hold and CIRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX (119B) and CIRFX (119B) have equal amount of cash in the bank . CIRFX pays higher dividends than CIREX: CIRFX (3.04) vs CIREX (2.69). CIREX was incepted earlier than CIRFX: CIREX (24 years) vs CIRFX (23 years). CIREX (0.85) is less costly to investors than CIRFX (0.71). CIREX (56.00) and CIRFX (56.00) have comparable annual turnover. CIREX (250) and CIRFX (250) have matching initial minimum investment requirements. CIRFX (10.50) and CIREX (10.07) have marching annual gain over last year. CIRFX return over 5 years is better than : 60.89 vs. CIREX (57.80).
| CIREX | CIRFX | CIREX / CIRFX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.85 | 0.71 | 120% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 15.457 | 15.780 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 119B | 100% |
| Annual Yield % from dividends | 2.69 | 3.04 | 88% |
| Returns for 1 year | 10.07 | 10.50 | 96% |
| Returns for 3 years | 47.96 | 49.67 | 97% |
| Returns for 5 years | 57.80 | 60.89 | 95% |
| Returns for 10 years | 97.01 | 105.44 | 92% |
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