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CBFAX vs CIBCX
CBFAX vs CIBCX Comparison
Open Charts CBFAX vs CIBCX
American Funds Global Balanced 529A
Price$38.25
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr C
Price$73.99
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
CBFAX vs CIBCX Comparison Chart
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CBFAX vs. CIBCX commentary
May 23, 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 CBFAX is a StrongBuy and CIBCX is a Buy.
FUNDAMENTALS
Fundamentals
CIBCX has more cash in the bank: 111B vs. CBFAX (26.6B). CIBCX pays higher dividends than CBFAX: CIBCX (2.40) vs CBFAX (1.94). CBFAX was incepted earlier than CIBCX: CBFAX (14 years) vs CIBCX (24 years). CIBCX (1.34) is less costly to investors than CBFAX (0.84). CBFAX is a more actively managed with annual turnover of: 114.00 vs. CIBCX (56.00). CBFAX (250) and CIBCX (250) have matching initial minimum investment requirements. CIBCX annual gain was more profitable for investors over the last year : 9.96 vs. CBFAX (3.06). CIBCX return over 5 years is better than : 46.41 vs. CBFAX (30.88).
| CBFAX | CIBCX | CBFAX / CIBCX | |
| Total Expense Ratio | 0.84 | 1.34 | 63% |
| Annual Report Gross Expense Ratio | 0.84 | 1.34 | 63% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.917 | 7.360 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 111B | 24% |
| Annual Yield % from dividends | 1.94 | 2.40 | 81% |
| Returns for 1 year | 3.06 | 9.96 | 31% |
| Returns for 3 years | 18.97 | 19.81 | 96% |
| Returns for 5 years | 30.88 | 46.41 | 67% |
| Returns for 10 years | 45.99 | 34.68 | 133% |
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