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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$80.91
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
American Funds Global Balanced R5
Price$42.09
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets30.29B
CIREX vs RGBFX Comparison Chart in %
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CIREX vs. RGBFX commentary
Dec 04, 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 RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. RGBFX (30.3B). CIREX pays higher dividends than RGBFX: CIREX (2.60) vs RGBFX (2.20). CIREX was incepted earlier than RGBFX: CIREX (24 years) vs RGBFX (15 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 : 13.36 vs. RGBFX (10.08). CIREX return over 5 years is better than : 49.22 vs. RGBFX (23.18).
| CIREX | RGBFX | CIREX / RGBFX | |
| Total Expense Ratio | 0.85 | 0.52 | 163% |
| Annual Report Gross Expense Ratio | 0.85 | 0.52 | 163% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 18.743 | 16.527 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 30.3B | 399% |
| Annual Yield % from dividends | 2.60 | 2.20 | 118% |
| Returns for 1 year | 13.36 | 10.08 | 133% |
| Returns for 3 years | 35.65 | 33.66 | 106% |
| Returns for 5 years | 49.22 | 23.18 | 212% |
| Returns for 10 years | 92.76 | 57.81 | 160% |
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