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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$39.68
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$73.18
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
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CBFAX vs RIRCX Comparison Chart
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CBFAX vs. RIRCX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. CBFAX (27.2B). 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. CBFAX annual gain was more profitable for investors over the last year : 20.80 vs. RIRCX (18.51). CBFAX (31.09) and RIRCX (30.60) have equivalent 5 years return.
| 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 | 10.315 | 11.680 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 110B | 25% |
| Annual Yield % from dividends | 1.59 | 2.97 | 53% |
| Returns for 1 year | 20.80 | 18.51 | 112% |
| Returns for 3 years | 5.31 | 14.90 | 36% |
| Returns for 5 years | 31.09 | 30.60 | 102% |
| Returns for 10 years | 48.79 | 36.78 | 133% |