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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$39.11
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr 529A
Price$75.15
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
CBFAX vs CIRAX Comparison Chart
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CBFAX vs. CIRAX commentary
Jun 15, 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: 114B vs. CBFAX (27.3B). CIRAX pays higher dividends than CBFAX: CIRAX (3.02) vs CBFAX (1.88). 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 : 13.88 vs. CBFAX (5.49). CIRAX return over 5 years is better than : 55.10 vs. CBFAX (28.63).
| 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 | 7.276 | 10.373 | 70% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.88 | 3.02 | 62% |
| Returns for 1 year | 5.49 | 13.88 | 40% |
| Returns for 3 years | 29.01 | 34.37 | 84% |
| Returns for 5 years | 28.63 | 55.10 | 52% |
| Returns for 10 years | 51.87 | 76.69 | 68% |
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