Interact to see
Advertisement
Advertisement
CIREX vs IMRFX
CIREX vs IMRFX Comparison
Open Charts CIREX vs IMRFX
American Funds Capital Income Bldr 529E
Price$79.67
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
Columbia Global Opportunities A
Price$13.57
Change-$1.73 (-11.31%)
VolumeN/A
Net Assets321.41M
CIREX vs IMRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. IMRFX commentary
Feb 04, 2026
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: 121B vs. IMRFX (321M). CIREX pays higher dividends than IMRFX: CIREX (2.56) vs IMRFX (2.25). CIREX was incepted earlier than IMRFX: CIREX (24 years) vs IMRFX (41 years). IMRFX (1.22) is less costly to investors than CIREX (0.84). IMRFX is a more actively managed with annual turnover of: 100.00 vs. CIREX (50.00). 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 : 15.89 vs. IMRFX (1.64). CIREX return over 5 years is better than : 44.80 vs. IMRFX (-11.36).
| CIREX | IMRFX | CIREX / IMRFX | |
| Total Expense Ratio | 0.84 | 1.22 | 69% |
| Annual Report Gross Expense Ratio | 0.84 | 1.22 | 69% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 3.548 | 2.338 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 321M | 37,695% |
| Annual Yield % from dividends | 2.56 | 2.25 | 114% |
| Returns for 1 year | 15.89 | 1.64 | 972% |
| Returns for 3 years | 34.15 | 15.74 | 217% |
| Returns for 5 years | 44.80 | -11.36 | -394% |
| Returns for 10 years | 99.96 | 33.84 | 295% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VMO | 9.78 | 0.08 | +0.82% |
| Invesco Municipal Opportunity Trust | |||
| FUSI | 50.58 | 0.02 | +0.04% |
| American Century Multisector Flt Inc ETF | |||
| NUSB | 25.24 | -0.01 | -0.02% |
| Nuveen Ultra Short Income ETF | |||
| MOAT | 103.43 | -1.69 | -1.61% |
| VanEck Morningstar Wide Moat ETF | |||
| MSFW | 31.41 | -1.13 | -3.47% |
| Roundhill MSFT WeeklyPay ETF | |||