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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$36.70
Change-$1.32 (-3.47%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$68.77
Change+$0.49 (+0.72%)
VolumeN/A
CapitalizationN/A
CBFAX vs RIRCX Comparison Chart
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CBFAX vs. RIRCX commentary
Dec 23, 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 Hold and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 105B vs. CBFAX (24.1B). 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 : 7.93 vs. CBFAX (3.71). RIRCX return over 5 years is better than : 21.16 vs. CBFAX (16.37).
| 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 | 2.970 | 6.923 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 105B | 23% |
| Annual Yield % from dividends | 1.59 | 2.97 | 53% |
| Returns for 1 year | 3.71 | 7.93 | 47% |
| Returns for 3 years | 2.07 | 7.29 | 28% |
| Returns for 5 years | 16.37 | 21.16 | 77% |
| Returns for 10 years | 40.05 | 30.18 | 133% |
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