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CIRFX vs UPAAX
CIRFX vs UPAAX Comparison
Open Charts CIRFX vs UPAAX
American Funds Capital Income Bldr 529F
Price$78.67
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
Upright Assets Allocation Plus
Price$16.87
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.97M
CIRFX vs UPAAX Comparison Chart in %
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CIRFX vs. UPAAX commentary
Sep 28, 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 UPAAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 119B vs. UPAAX (2.97M). CIRFX pays higher dividends than UPAAX: CIRFX (3.04) vs UPAAX (0.00). CIRFX was incepted earlier than UPAAX: CIRFX (23 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. UPAAX (0.00). CIRFX has a lower initial minimum investment than UPAAX: CIRFX (250) vs UPAAX (2000). UPAAX annual gain was more profitable for investors over the last year : 26.08 vs. CIRFX (10.37). UPAAX return over 5 years is better than : 122.87 vs. CIRFX (61.77).
| CIRFX | UPAAX | CIRFX / UPAAX | |
| Total Expense Ratio | 0.71 | 3.28 | 22% |
| Annual Report Gross Expense Ratio | 0.71 | 3.28 | 22% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 16.416 | 20.500 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.97M | 4,002,691% |
| Annual Yield % from dividends | 3.04 | 0.00 | - |
| Returns for 1 year | 10.37 | 26.08 | 40% |
| Returns for 3 years | 51.23 | 93.90 | 55% |
| Returns for 5 years | 61.77 | 122.87 | 50% |
| Returns for 10 years | 106.72 | N/A | - |
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