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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$41.03
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr 529A
Price$79.03
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets118.94B
CBFAX vs CIRAX Comparison Chart in %
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CBFAX vs. CIRAX commentary
Oct 01, 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 Buy and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 119B vs. CBFAX (29.4B). CIRAX pays higher dividends than CBFAX: CIRAX (2.90) vs CBFAX (1.99). CBFAX was incepted earlier than CIRAX: CBFAX (15 years) vs CIRAX (24 years). CBFAX (0.84) is less costly to investors than CIRAX (0.62). CBFAX is a more actively managed with annual turnover of: 114.00 vs. CIRAX (56.00). CBFAX (4%) and CIRAX (4%) have equivalent initial investment costs. CBFAX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 10.23 vs. CBFAX (4.34). CIRAX return over 5 years is better than : 59.08 vs. CBFAX (30.61).
| CBFAX | CIRAX | CBFAX / CIRAX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 13.257 | 16.289 | 81% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 1.99 | 2.90 | 69% |
| Returns for 1 year | 4.34 | 10.23 | 42% |
| Returns for 3 years | 45.32 | 51.48 | 88% |
| Returns for 5 years | 30.61 | 59.08 | 52% |
| Returns for 10 years | 69.29 | 97.51 | 71% |
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