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CIREX vs GBLCX
CIREX vs GBLCX Comparison
Open Charts CIREX vs GBLCX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
American Funds Global Balanced C
Price$40.15
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
CIREX vs GBLCX Comparison Chart in %
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CIREX vs. GBLCX commentary
Jul 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 Buy and GBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. GBLCX (28.4B). CIREX pays higher dividends than GBLCX: CIREX (2.75) vs GBLCX (1.34). CIREX was incepted earlier than GBLCX: CIREX (23 years) vs GBLCX (14 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 : 14.69 vs. GBLCX (8.05). CIREX return over 5 years is better than : 54.10 vs. GBLCX (22.64).
| CIREX | GBLCX | CIREX / GBLCX | |
| Total Expense Ratio | 0.85 | 1.55 | 55% |
| Annual Report Gross Expense Ratio | 0.85 | 1.55 | 55% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 13.925 | 10.628 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.4B | 412% |
| Annual Yield % from dividends | 2.75 | 1.34 | 206% |
| Returns for 1 year | 14.69 | 8.05 | 182% |
| Returns for 3 years | 35.31 | 28.63 | 123% |
| Returns for 5 years | 54.10 | 22.64 | 239% |
| Returns for 10 years | 79.90 | 40.21 | 199% |
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