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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$38.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$72.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CBFAX vs RIRCX Comparison Chart
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CBFAX vs. RIRCX commentary
Nov 22, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. CBFAX (26.4B). RIRCX pays higher dividends than CBFAX: RIRCX (2.97) vs CBFAX (1.59). CBFAX was incepted earlier than RIRCX: CBFAX (14 years) vs RIRCX (22 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. CBFAX (91.00). CBFAX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 17.39 vs. CBFAX (12.74). RIRCX return over 5 years is better than : 27.18 vs. CBFAX (24.54).
| CBFAX | RIRCX | CBFAX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 7.056 | 11.173 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 107B | 25% |
| Annual Yield % from dividends | 1.59 | 2.97 | 53% |
| Returns for 1 year | 12.74 | 17.39 | 73% |
| Returns for 3 years | 1.34 | 12.80 | 10% |
| Returns for 5 years | 24.54 | 27.18 | 90% |
| Returns for 10 years | 42.94 | 34.19 | 126% |
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