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CIREX vs FFBGX
CIREX vs FFBGX Comparison
Open Charts CIREX vs FFBGX
American Funds Capital Income Bldr 529E
Price$78.78
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
American Funds Global Balanced 529-F-3
Price$40.79
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
CIREX vs FFBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. FFBGX (29.4B). CIREX pays higher dividends than FFBGX: CIREX (2.69) 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 : 9.96 vs. FFBGX (4.66).
| 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 | 16.091 | 13.476 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.4B | 405% |
| Annual Yield % from dividends | 2.69 | 2.27 | 118% |
| Returns for 1 year | 9.96 | 4.66 | 214% |
| Returns for 3 years | 49.49 | 46.80 | 106% |
| Returns for 5 years | 58.67 | N/A | - |
| Returns for 10 years | 98.23 | N/A | - |
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