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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$38.25
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr 529A
Price$73.75
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
CBFAX vs CIRAX Comparison Chart
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CBFAX vs. CIRAX 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 CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 111B vs. CBFAX (26.6B). CIRAX pays higher dividends than CBFAX: CIRAX (3.12) vs CBFAX (1.94). CBFAX was incepted earlier than CIRAX: CBFAX (14 years) vs CIRAX (23 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 : 10.74 vs. CBFAX (3.06). CIRAX return over 5 years is better than : 57.16 vs. CBFAX (30.88).
| CBFAX | CIRAX | CBFAX / CIRAX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.917 | 7.656 | 64% |
| Front Load | 4% | 4% | 100% |
| 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 | 3.12 | 62% |
| Returns for 1 year | 3.06 | 10.74 | 28% |
| Returns for 3 years | 18.97 | 24.40 | 78% |
| Returns for 5 years | 30.88 | 57.16 | 54% |
| Returns for 10 years | 45.99 | 68.03 | 68% |
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