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CIREX vs FFBGX
CIREX vs FFBGX Comparison
Open Charts CIREX vs FFBGX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced 529-F-3
Price$39.85
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CIREX vs FFBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. FFBGX (28.1B). CIREX pays higher dividends than FFBGX: CIREX (2.75) vs FFBGX (2.32). CIREX was incepted earlier than FFBGX: CIREX (23 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 : 15.44 vs. FFBGX (8.02).
| CIREX | FFBGX | CIREX / FFBGX | |
| Total Expense Ratio | 0.85 | 0.53 | 160% |
| Annual Report Gross Expense Ratio | 0.85 | 0.53 | 160% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 12.928 | 10.248 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 28.1B | 413% |
| Annual Yield % from dividends | 2.75 | 2.32 | 119% |
| Returns for 1 year | 15.44 | 8.02 | 192% |
| Returns for 3 years | 34.36 | 31.96 | 108% |
| Returns for 5 years | 54.30 | N/A | - |
| Returns for 10 years | 79.69 | N/A | - |