Ad is loading...
CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$39.68
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529A
Price$73.11
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CBFAX vs CIRAX Comparison Chart
Loading...
CBFAX vs. CIRAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 110B vs. CBFAX (27.2B). CIRAX pays higher dividends than CBFAX: CIRAX (3.25) vs CBFAX (1.59). CBFAX was incepted earlier than CIRAX: CBFAX (14 years) vs CIRAX (23 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. CBFAX (91.00). CBFAX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX (21.21) and CBFAX (20.80) have marching annual gain over last year. CIRAX return over 5 years is better than : 40.63 vs. CBFAX (31.09).
| CBFAX | CIRAX | CBFAX / CIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.315 | 12.574 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 110B | 25% |
| Annual Yield % from dividends | 1.59 | 3.25 | 49% |
| Returns for 1 year | 20.80 | 21.21 | 98% |
| Returns for 3 years | 5.31 | 20.44 | 26% |
| Returns for 5 years | 31.09 | 40.63 | 77% |
| Returns for 10 years | 48.79 | 71.41 | 68% |