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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets114.69B
American Funds Global Balanced R5
Price$39.21
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.47B
CIREX vs RGBFX Comparison Chart
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CIREX vs. RGBFX commentary
Jun 15, 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 RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 115B vs. RGBFX (27.5B). CIREX pays higher dividends than RGBFX: CIREX (2.80) vs RGBFX (2.18). CIREX was incepted earlier than RGBFX: CIREX (23 years) vs RGBFX (14 years). CIREX (0.85) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and RGBFX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 13.62 vs. RGBFX (5.81). CIREX return over 5 years is better than : 53.37 vs. RGBFX (27.12).
| CIREX | RGBFX | CIREX / RGBFX | |
| Total Expense Ratio | 0.85 | 0.52 | 163% |
| Annual Report Gross Expense Ratio | 0.85 | 0.52 | 163% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 10.260 | 7.399 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 27.5B | 418% |
| Annual Yield % from dividends | 2.80 | 2.18 | 128% |
| Returns for 1 year | 13.62 | 5.81 | 234% |
| Returns for 3 years | 33.44 | 28.60 | 117% |
| Returns for 5 years | 53.37 | 27.12 | 197% |
| Returns for 10 years | 72.79 | 39.51 | 184% |
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