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CIREX vs RGBHX
CIREX vs RGBHX Comparison
Open Charts CIREX vs RGBHX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
American Funds Global Balanced R5E
Price$40.18
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
CIREX vs RGBHX Comparison Chart in %
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CIREX vs. RGBHX commentary
Jul 27, 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 RGBHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. RGBHX (28.4B). CIREX pays higher dividends than RGBHX: CIREX (2.75) vs RGBHX (2.22). CIREX was incepted earlier than RGBHX: CIREX (23 years) vs RGBHX (10 years). CIREX (0.85) is less costly to investors than RGBHX (0.63). RGBHX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CIREX (250) and RGBHX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 14.69 vs. RGBHX (9.04). CIREX return over 5 years is better than : 54.10 vs. RGBHX (26.87).
| CIREX | RGBHX | CIREX / RGBHX | |
| Total Expense Ratio | 0.85 | 0.63 | 135% |
| Annual Report Gross Expense Ratio | 0.85 | 0.63 | 135% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.925 | 11.197 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.4B | 412% |
| Annual Yield % from dividends | 2.75 | 2.22 | 124% |
| Returns for 1 year | 14.69 | 9.04 | 163% |
| Returns for 3 years | 35.31 | 31.74 | 111% |
| Returns for 5 years | 54.10 | 26.87 | 201% |
| Returns for 10 years | 79.90 | N/A | - |
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