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CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$75.10
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
First Eagle Global A
Price$76.39
Change-$0.31 (-0.40%)
VolumeN/A
Net Assets61.84B
CIRFX vs SGENX Comparison Chart
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CIRFX vs. SGENX 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 CIRFX is a Buy and SGENX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 114B vs. SGENX (61.8B). CIRFX pays higher dividends than SGENX: CIRFX (3.17) vs SGENX (2.09). CIRFX was incepted earlier than SGENX: CIRFX (23 years) vs SGENX (55 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 : 15.35 vs. CIRFX (14.03). CIRFX return over 5 years is better than : 56.40 vs. SGENX (51.98).
| 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 | 55 years | - |
| Gain YTD | 10.446 | 13.981 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 61.8B | 184% |
| Annual Yield % from dividends | 3.17 | 2.09 | 152% |
| Returns for 1 year | 14.03 | 15.35 | 91% |
| Returns for 3 years | 34.98 | 36.24 | 97% |
| Returns for 5 years | 56.40 | 51.98 | 108% |
| Returns for 10 years | 80.20 | 52.44 | 153% |
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