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CIREX vs GBLCX
CIREX vs GBLCX Comparison
Open Charts CIREX vs GBLCX
American Funds Capital Income Bldr 529E
Price$77.24
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
American Funds Global Balanced C
Price$40.37
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.29B
CIREX vs GBLCX Comparison Chart in %
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CIREX vs. GBLCX commentary
Dec 28, 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 GBLCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. GBLCX (30.3B). CIREX pays higher dividends than GBLCX: CIREX (2.60) vs GBLCX (1.27). CIREX was incepted earlier than GBLCX: CIREX (24 years) vs GBLCX (15 years). GBLCX (1.55) is less costly to investors than CIREX (0.85). GBLCX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and GBLCX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 12.87 vs. GBLCX (10.35). CIREX return over 5 years is better than : 42.42 vs. GBLCX (14.15).
| CIREX | GBLCX | CIREX / GBLCX | |
| Total Expense Ratio | 0.85 | 1.55 | 55% |
| Annual Report Gross Expense Ratio | 0.85 | 1.55 | 55% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.821 | 11.559 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 30.3B | 399% |
| Annual Yield % from dividends | 2.60 | 1.27 | 204% |
| Returns for 1 year | 12.87 | 10.35 | 124% |
| Returns for 3 years | 32.31 | 28.73 | 112% |
| Returns for 5 years | 42.42 | 14.15 | 300% |
| Returns for 10 years | 84.40 | 49.29 | 171% |
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