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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$34.79
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets24.19B
American Funds Capital Income Bldr 529A
Price$66.21
Change-$0.50 (-0.75%)
VolumeN/A
Net Assets101.32B
CBFAX vs CIRAX Comparison Chart
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CBFAX vs. CIRAX commentary
Apr 10, 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 Hold and CIRAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 101B vs. CBFAX (24.2B). CIRAX pays higher dividends than CBFAX: CIRAX (3.13) vs CBFAX (1.95). 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 (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 : 1.28 vs. CBFAX (-5.24). CIRAX return over 5 years is better than : 41.63 vs. CBFAX (23.20).
| 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 | -4.574 | -3.351 | 137% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 101B | 24% |
| Annual Yield % from dividends | 1.95 | 3.13 | 62% |
| Returns for 1 year | -5.24 | 1.28 | -410% |
| Returns for 3 years | 1.74 | 6.47 | 27% |
| Returns for 5 years | 23.20 | 41.63 | 56% |
| Returns for 10 years | 34.04 | 52.66 | 65% |
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