Interact to see
Advertisement
Advertisement
CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$41.03
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr 529E
Price$79.09
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets118.94B
CBFAX vs CIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFAX vs. CIREX commentary
Oct 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. CBFAX (29.4B). 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 : 9.97 vs. CBFAX (4.34). CIREX return over 5 years is better than : 57.28 vs. CBFAX (30.61).
| 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 | 13.257 | 16.091 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 1.99 | 2.69 | 74% |
| Returns for 1 year | 4.34 | 9.97 | 44% |
| Returns for 3 years | 45.32 | 50.45 | 90% |
| Returns for 5 years | 30.61 | 57.28 | 53% |
| Returns for 10 years | 69.29 | 93.13 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement