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CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$77.13
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
First Eagle Global A
Price$81.39
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets71.16B
CIRFX vs SGENX Comparison Chart in %
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CIRFX vs. SGENX commentary
Dec 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 CIRFX is a Hold and SGENX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 121B vs. SGENX (71.2B). CIRFX pays higher dividends than SGENX: CIRFX (2.96) vs SGENX (1.81). CIRFX was incepted earlier than SGENX: CIRFX (23 years) vs SGENX (56 years). SGENX (1.10) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). CIRFX has a lower initial minimum investment than SGENX: CIRFX (250) vs SGENX (2500). SGENX annual gain was more profitable for investors over the last year : 19.85 vs. CIRFX (13.29). CIRFX return over 5 years is better than : 44.93 vs. SGENX (41.24).
| CIRFX | SGENX | CIRFX / SGENX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.10 | 65% |
| Fund Existence | 23 years | 56 years | - |
| Gain YTD | 14.049 | 21.009 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 71.2B | 170% |
| Annual Yield % from dividends | 2.96 | 1.81 | 164% |
| Returns for 1 year | 13.29 | 19.85 | 67% |
| Returns for 3 years | 33.70 | 45.05 | 75% |
| Returns for 5 years | 44.93 | 41.24 | 109% |
| Returns for 10 years | 92.88 | 69.04 | 135% |
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