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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$34.79
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets24.19B
American Funds Capital Income Bldr 529E
Price$66.25
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
CBFAX vs CIREX Comparison Chart
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CBFAX vs. CIREX 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 CIREX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 101B vs. CBFAX (24.2B). CIREX pays higher dividends than CBFAX: CIREX (2.90) vs CBFAX (1.95). 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 (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 1.04 vs. CBFAX (-5.24). CIREX return over 5 years is better than : 40.02 vs. CBFAX (23.20).
| 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 | -4.574 | -3.413 | 134% |
| Front Load | 4% | N/A | - |
| 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 | 2.90 | 67% |
| Returns for 1 year | -5.24 | 1.04 | -503% |
| Returns for 3 years | 1.74 | 5.74 | 30% |
| Returns for 5 years | 23.20 | 40.02 | 58% |
| Returns for 10 years | 34.04 | 49.27 | 69% |
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