CBFAX
Price
$41.34
Change
-$0.07 (-0.17%)
Updated
Oct 21 closing price
Net Assets
29.94B
RIRCX
Price
$79.56
Change
-$0.16 (-0.20%)
Updated
Oct 21 closing price
Net Assets
120.22B
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CBFAX vs RIRCX

Header iconCBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCXBanner chart's image
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.

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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).
CBFAXRIRCXCBFAX / RIRCX
Total Expense Ratio0.840.9192%
Annual Report Gross Expense Ratio0.840.9192%
Fund Existence15 years23 years-
Gain YTD15.00617.40086%
Front Load4%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.9B120B25%
Annual Yield % from dividends1.992.6176%
Returns for 1 year7.6011.7365%
Returns for 3 years44.6947.2095%
Returns for 5 years30.7152.5858%
Returns for 10 years65.4657.51114%
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