Ad is loading...
CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$37.52
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
American Funds Capital Income Bldr R3
Price$70.51
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
CBFAX vs RIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBFAX vs. RIRCX commentary
Jan 23, 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 Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 108B vs. CBFAX (25.6B). RIRCX pays higher dividends than CBFAX: RIRCX (2.97) vs CBFAX (1.59). CBFAX was incepted earlier than RIRCX: CBFAX (14 years) vs RIRCX (23 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 : 10.38 vs. CBFAX (6.27). RIRCX return over 5 years is better than : 22.97 vs. CBFAX (17.60).
| CBFAX | RIRCX | CBFAX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.430 | 2.188 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 1.59 | 2.97 | 53% |
| Returns for 1 year | 6.27 | 10.38 | 60% |
| Returns for 3 years | 5.75 | 9.16 | 63% |
| Returns for 5 years | 17.60 | 22.97 | 77% |
| Returns for 10 years | 45.70 | 32.44 | 141% |
View a ticker or compare two or three
VS
VS
Ad is loading...