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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$36.70
Change-$1.32 (-3.47%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529E
Price$68.76
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
CBFAX vs CIREX Comparison Chart
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CBFAX vs. CIREX commentary
Dec 23, 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 Hold and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 105B vs. CBFAX (24.1B). 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 annual gain was more profitable for investors over the last year : 8.01 vs. CBFAX (3.71). CIREX return over 5 years is better than : 27.41 vs. CBFAX (16.37).
| 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 | 2.970 | 6.999 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 105B | 23% |
| Annual Yield % from dividends | 1.59 | 3.02 | 53% |
| Returns for 1 year | 3.71 | 8.01 | 46% |
| Returns for 3 years | 2.07 | 9.99 | 21% |
| Returns for 5 years | 16.37 | 27.41 | 60% |
| Returns for 10 years | 40.05 | 57.18 | 70% |
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