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CIREX vs RGBHX
CIREX vs RGBHX Comparison
Open Charts CIREX vs RGBHX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
American Funds Global Balanced R5E
Price$39.11
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
CIREX vs RGBHX Comparison Chart
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CIREX vs. RGBHX commentary
Jun 16, 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: 114B vs. RGBHX (27.3B). CIREX pays higher dividends than RGBHX: CIREX (2.80) vs RGBHX (2.08). 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 : 13.62 vs. RGBHX (5.71). CIREX return over 5 years is better than : 53.37 vs. RGBHX (26.69).
| 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 | 10.260 | 7.360 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 27.3B | 418% |
| Annual Yield % from dividends | 2.80 | 2.08 | 135% |
| Returns for 1 year | 13.62 | 5.71 | 238% |
| Returns for 3 years | 33.44 | 28.31 | 118% |
| Returns for 5 years | 53.37 | 26.69 | 200% |
| Returns for 10 years | 72.79 | N/A | - |
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