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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$39.68
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529E
Price$73.17
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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CBFAX vs CIREX Comparison Chart
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CBFAX vs. CIREX 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 CIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. CBFAX (27.2B). CIREX pays higher dividends than CBFAX: CIREX (3.02) vs CBFAX (1.59). CBFAX was incepted earlier than CIREX: CBFAX (14 years) vs CIREX (23 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. CBFAX (91.00). CBFAX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX (18.56) and CBFAX (17.98) have marching annual gain over last year. CIREX return over 5 years is better than : 38.26 vs. CBFAX (29.86).
| CBFAX | CIREX | CBFAX / CIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.286 | 11.733 | 79% |
| 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 | 3.02 | 53% |
| Returns for 1 year | 17.98 | 18.56 | 97% |
| Returns for 3 years | 3.49 | 17.77 | 20% |
| Returns for 5 years | 29.86 | 38.26 | 78% |
| Returns for 10 years | 46.11 | 65.12 | 71% |