Interact to see
Advertisement
Advertisement
CIREX vs GBLFX
CIREX vs GBLFX Comparison
Open Charts CIREX vs GBLFX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
American Funds Global Balanced F2
Price$39.16
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets27.3B
CIREX vs GBLFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. GBLFX commentary
Jun 16, 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 GBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. GBLFX (27.3B). CIREX pays higher dividends than GBLFX: CIREX (2.80) vs GBLFX (2.13). CIREX was incepted earlier than GBLFX: CIREX (23 years) vs GBLFX (14 years). CIREX (0.85) is less costly to investors than GBLFX (0.58). GBLFX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and GBLFX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 13.62 vs. GBLFX (5.76). CIREX return over 5 years is better than : 53.37 vs. GBLFX (26.89).
| CIREX | GBLFX | CIREX / GBLFX | |
| Total Expense Ratio | 0.85 | 0.58 | 147% |
| Annual Report Gross Expense Ratio | 0.85 | 0.58 | 147% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 10.260 | 7.393 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 27.3B | 418% |
| Annual Yield % from dividends | 2.80 | 2.13 | 132% |
| Returns for 1 year | 13.62 | 5.76 | 236% |
| Returns for 3 years | 33.44 | 28.45 | 118% |
| Returns for 5 years | 53.37 | 26.89 | 198% |
| Returns for 10 years | 72.79 | 39.17 | 186% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement