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CIREX vs RGBHX
CIREX vs RGBHX Comparison
Open Charts CIREX vs RGBHX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
American Funds Global Balanced R5E
Price$41.15
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
CIREX vs RGBHX Comparison Chart in %
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CIREX vs. RGBHX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. RGBHX (29.8B). CIREX pays higher dividends than RGBHX: CIREX (2.67) vs RGBHX (2.18). CIREX was incepted earlier than RGBHX: CIREX (24 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 : 10.49 vs. RGBHX (6.87). CIREX return over 5 years is better than : 55.62 vs. RGBHX (28.46).
| CIREX | RGBHX | CIREX / RGBHX | |
| Total Expense Ratio | 0.85 | 0.63 | 135% |
| Annual Report Gross Expense Ratio | 0.85 | 0.63 | 135% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 16.842 | 14.488 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.8B | 399% |
| Annual Yield % from dividends | 2.67 | 2.18 | 122% |
| Returns for 1 year | 10.49 | 6.87 | 153% |
| Returns for 3 years | 48.07 | 44.71 | 108% |
| Returns for 5 years | 55.62 | 28.46 | 195% |
| Returns for 10 years | 86.95 | N/A | - |
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