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CIREX vs IMRFX
CIREX vs IMRFX Comparison
Open Charts CIREX vs IMRFX
American Funds Capital Income Bldr 529E
Price$77.24
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
Columbia Global Opportunities A
Price$13.34
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets319.25M
CIREX vs IMRFX Comparison Chart in %
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CIREX vs. IMRFX commentary
Dec 27, 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 IMRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. IMRFX (319M). CIREX pays higher dividends than IMRFX: CIREX (2.60) vs IMRFX (0.40). CIREX was incepted earlier than IMRFX: CIREX (24 years) vs IMRFX (41 years). IMRFX (1.22) is less costly to investors than CIREX (0.85). IMRFX is a more actively managed with annual turnover of: 100.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than IMRFX: CIREX (250) vs IMRFX (2000). CIREX annual gain was more profitable for investors over the last year : 12.99 vs. IMRFX (-2.27). CIREX return over 5 years is better than : 42.33 vs. IMRFX (-12.46).
| CIREX | IMRFX | CIREX / IMRFX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 13.748 | -1.185 | -1,160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 319M | 37,931% |
| Annual Yield % from dividends | 2.60 | 0.40 | 643% |
| Returns for 1 year | 12.99 | -2.27 | -572% |
| Returns for 3 years | 32.33 | 17.86 | 181% |
| Returns for 5 years | 42.33 | -12.46 | -340% |
| Returns for 10 years | 85.20 | 22.85 | 373% |
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