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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$38.25
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.8B
American Funds Capital Income Bldr 529E
Price$73.78
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets112.41B
CBFAX vs CIREX Comparison Chart
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CBFAX vs. CIREX 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 CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 112B vs. CBFAX (26.8B). CIREX pays higher dividends than CBFAX: CIREX (2.89) vs CBFAX (1.94). CBFAX was incepted earlier than CIREX: CBFAX (14 years) vs CIREX (23 years). CIREX (0.85) and CBFAX (0.84) have similar cost to investors . CBFAX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CBFAX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 10.17 vs. CBFAX (2.68). CIREX return over 5 years is better than : 55.51 vs. CBFAX (30.95).
| CBFAX | CIREX | CBFAX / CIREX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.85 | 99% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.972 | 7.638 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8B | 112B | 24% |
| Annual Yield % from dividends | 1.94 | 2.89 | 67% |
| Returns for 1 year | 2.68 | 10.17 | 26% |
| Returns for 3 years | 20.10 | 24.68 | 81% |
| Returns for 5 years | 30.95 | 55.51 | 56% |
| Returns for 10 years | 46.07 | 64.43 | 72% |
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