Interact to see
Advertisement
Advertisement
CIRFX vs SGENX
CIRFX vs SGENX Comparison
Open Charts CIRFX vs SGENX
American Funds Capital Income Bldr 529F
Price$79.58
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
First Eagle Global A
Price$86.17
Change+$2.21 (+2.63%)
VolumeN/A
Net Assets74.87B
CIRFX vs SGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRFX vs. SGENX commentary
Feb 04, 2026
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: 121B vs. SGENX (74.9B). SGENX pays higher dividends than CIRFX: SGENX (3.20) vs CIRFX (2.93). CIRFX was incepted earlier than SGENX: CIRFX (23 years) vs SGENX (56 years). SGENX (1.10) is less costly to investors than CIRFX (0.69). CIRFX is a more actively managed with annual turnover of: 50.00 vs. SGENX (15.99). 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 : 23.40 vs. CIRFX (16.32). SGENX (47.88) and CIRFX (47.59) have equivalent 5 years return.
| CIRFX | SGENX | CIRFX / SGENX | |
| Total Expense Ratio | 0.69 | 1.10 | 63% |
| Annual Report Gross Expense Ratio | 0.69 | 1.10 | 63% |
| Fund Existence | 23 years | 56 years | - |
| Gain YTD | 3.579 | 7.083 | 51% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 74.9B | 162% |
| Annual Yield % from dividends | 2.93 | 3.20 | 91% |
| Returns for 1 year | 16.32 | 23.40 | 70% |
| Returns for 3 years | 35.68 | 44.63 | 80% |
| Returns for 5 years | 47.59 | 47.88 | 99% |
| Returns for 10 years | 108.45 | 88.08 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDL | 48.71 | 0.82 | +1.71% |
| First Trust Morningstar Div Leaders ETF | |||
| JHI | 13.74 | N/A | N/A |
| John Hancock Investors Trust Capital Stock | |||
| MMAX | 26.36 | N/A | N/A |
| iShares Large Cap Max Buffer Mar ETF | |||
| JANJ | 24.68 | -0.05 | -0.20% |
| Innovator Premium Income 30 Bar ETF -Jan | |||
| FNGO | 105.50 | -3.35 | -3.08% |
| MicroSectors™ FANG+™ 2X Leveraged ETN | |||