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CIREX vs IMRFX
CIREX vs IMRFX Comparison
Open Charts CIREX vs IMRFX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Columbia Global Opportunities A
Price$15.34
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets322.84M
CIREX vs IMRFX Comparison Chart in %
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CIREX vs. IMRFX commentary
Oct 19, 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 IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. IMRFX (323M). CIREX pays higher dividends than IMRFX: CIREX (2.67) vs IMRFX (0.41). 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: 122.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than IMRFX: CIREX (250) vs IMRFX (2000). IMRFX (10.94) and CIREX (10.49) have marching annual gain over last year. CIREX return over 5 years is better than : 55.62 vs. IMRFX (3.72).
| 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 | 16.842 | 13.630 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 323M | 37,152% |
| Annual Yield % from dividends | 2.67 | 0.41 | 648% |
| Returns for 1 year | 10.49 | 10.94 | 96% |
| Returns for 3 years | 48.07 | 35.06 | 137% |
| Returns for 5 years | 55.62 | 3.72 | 1,495% |
| Returns for 10 years | 86.95 | 40.77 | 213% |
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