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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$41.34
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets29.94B
American Funds Capital Income Bldr R3
Price$79.56
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets120.22B
CBFAX vs RIRCX Comparison Chart in %
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CBFAX vs. RIRCX commentary
Oct 22, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 120B vs. CBFAX (29.9B). RIRCX pays higher dividends than CBFAX: RIRCX (2.61) vs CBFAX (1.99). CBFAX was incepted earlier than RIRCX: CBFAX (15 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than CBFAX (0.84). CBFAX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). CBFAX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 11.73 vs. CBFAX (7.60). RIRCX return over 5 years is better than : 52.58 vs. CBFAX (30.71).
| CBFAX | RIRCX | CBFAX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.84 | 0.91 | 92% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 15.006 | 17.400 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9B | 120B | 25% |
| Annual Yield % from dividends | 1.99 | 2.61 | 76% |
| Returns for 1 year | 7.60 | 11.73 | 65% |
| Returns for 3 years | 44.69 | 47.20 | 95% |
| Returns for 5 years | 30.71 | 52.58 | 58% |
| Returns for 10 years | 65.46 | 57.51 | 114% |
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