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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$40.64
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
CBFAX vs CIREX Comparison Chart in %
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CBFAX vs. CIREX commentary
Sep 09, 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 Buy and CIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. CBFAX (29B). CIREX pays higher dividends than CBFAX: CIREX (2.69) vs CBFAX (1.99). CBFAX was incepted earlier than CIREX: CBFAX (15 years) vs CIREX (24 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 : 11.63 vs. CBFAX (6.97). CIREX return over 5 years is better than : 53.56 vs. CBFAX (27.20).
| CBFAX | CIREX | CBFAX / CIREX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.85 | 99% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 12.326 | 15.156 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 1.99 | 2.69 | 74% |
| Returns for 1 year | 6.97 | 11.63 | 60% |
| Returns for 3 years | 35.66 | 39.47 | 90% |
| Returns for 5 years | 27.20 | 53.56 | 51% |
| Returns for 10 years | 66.94 | 90.32 | 74% |
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