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CIREX vs FFBGX
CIREX vs FFBGX Comparison
Open Charts CIREX vs FFBGX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
American Funds Global Balanced 529-F-3
Price$41.17
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets29.75B
CIREX vs FFBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. FFBGX (29.7B). CIREX pays higher dividends than FFBGX: CIREX (2.67) vs FFBGX (2.27). CIREX was incepted earlier than FFBGX: CIREX (24 years) vs FFBGX (5 years). CIREX (0.85) is less costly to investors than FFBGX (0.53). FFBGX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and FFBGX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 10.49 vs. FFBGX (6.92).
| CIREX | FFBGX | CIREX / FFBGX | |
| Total Expense Ratio | 0.85 | 0.53 | 160% |
| Annual Report Gross Expense Ratio | 0.85 | 0.53 | 160% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 16.842 | 14.533 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 29.7B | 404% |
| Annual Yield % from dividends | 2.67 | 2.27 | 117% |
| Returns for 1 year | 10.49 | 6.92 | 152% |
| Returns for 3 years | 48.07 | 45.57 | 106% |
| Returns for 5 years | 55.62 | N/A | - |
| Returns for 10 years | 86.95 | N/A | - |
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