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CIREX vs RGBCX
CIREX vs RGBCX Comparison
Open Charts CIREX vs RGBCX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced R3
Price$39.80
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CIREX vs RGBCX Comparison Chart in %
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CIREX vs. RGBCX commentary
Jul 06, 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 RGBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. RGBCX (28.1B). CIREX pays higher dividends than RGBCX: CIREX (2.75) vs RGBCX (1.77). CIREX was incepted earlier than RGBCX: CIREX (23 years) vs RGBCX (14 years). RGBCX (1.11) is less costly to investors than CIREX (0.85). RGBCX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and RGBCX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 15.44 vs. RGBCX (7.41). CIREX return over 5 years is better than : 54.30 vs. RGBCX (25.55).
| CIREX | RGBCX | CIREX / RGBCX | |
| Total Expense Ratio | 0.85 | 1.11 | 77% |
| Annual Report Gross Expense Ratio | 0.85 | 1.11 | 77% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 12.928 | 9.949 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 28.1B | 413% |
| Annual Yield % from dividends | 2.75 | 1.77 | 155% |
| Returns for 1 year | 15.44 | 7.41 | 208% |
| Returns for 3 years | 34.36 | 29.36 | 117% |
| Returns for 5 years | 54.30 | 25.55 | 213% |
| Returns for 10 years | 79.69 | 42.49 | 188% |
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