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CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$78.64
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
First Eagle Global A
Price$81.33
Change+$0.38 (+0.47%)
VolumeN/A
Net Assets66.18B
CIRFX vs SGENX Comparison Chart in %
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CIRFX vs. SGENX commentary
Sep 09, 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: 118B vs. SGENX (66.2B). CIRFX pays higher dividends than SGENX: CIRFX (3.04) vs SGENX (1.95). 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 : 16.97 vs. CIRFX (13.35). CIRFX return over 5 years is better than : 56.66 vs. SGENX (48.78).
| 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 | 15.652 | 21.352 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 66.2B | 178% |
| Annual Yield % from dividends | 3.04 | 1.95 | 156% |
| Returns for 1 year | 13.35 | 16.97 | 79% |
| Returns for 3 years | 38.08 | 44.13 | 86% |
| Returns for 5 years | 56.66 | 48.78 | 116% |
| Returns for 10 years | 99.60 | 73.67 | 135% |
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