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CIREX vs RGBFX
CIREX vs RGBFX Comparison
Open Charts CIREX vs RGBFX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced R5
Price$39.92
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CIREX vs RGBFX Comparison Chart in %
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CIREX vs. RGBFX 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 RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. RGBFX (28.1B). CIREX pays higher dividends than RGBFX: CIREX (2.75) vs RGBFX (2.32). 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 : 15.44 vs. RGBFX (8.04). CIREX return over 5 years is better than : 54.30 vs. RGBFX (28.26).
| 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 | 12.928 | 10.259 | 126% |
| 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 | 2.32 | 119% |
| Returns for 1 year | 15.44 | 8.04 | 192% |
| Returns for 3 years | 34.36 | 31.29 | 110% |
| Returns for 5 years | 54.30 | 28.26 | 192% |
| Returns for 10 years | 79.69 | 46.23 | 172% |
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