Interact to see
Advertisement
Advertisement
CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$41.20
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.82B
American Funds Capital Income Bldr R3
Price$79.01
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
CBFAX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFAX vs. RIRCX commentary
Nov 20, 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: 119B vs. CBFAX (29.8B). RIRCX pays higher dividends than CBFAX: RIRCX (2.61) vs CBFAX (1.97). 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 : 12.70 vs. CBFAX (9.87). RIRCX return over 5 years is better than : 44.57 vs. CBFAX (24.74).
| 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 | 14.423 | 16.354 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 1.97 | 2.61 | 75% |
| Returns for 1 year | 9.87 | 12.70 | 78% |
| Returns for 3 years | 35.15 | 35.63 | 99% |
| Returns for 5 years | 24.74 | 44.57 | 56% |
| Returns for 10 years | 67.08 | 58.78 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| IDEX.X | 0.013396 | -0.000196 | -1.44% |
| IDEX cryptocurrency | |||
| IMX.X | 0.369701 | -0.009964 | -2.62% |
| Immutable cryptocurrency | |||
| MITH.X | 0.000170 | -0.000005 | -2.68% |
| Mithril cryptocurrency | |||
| DIA.X | 0.372302 | -0.012745 | -3.31% |
| DIA cryptocurrency | |||
| EDU.X | 0.166749 | -0.005719 | -3.32% |
| Open Campus cryptocurrency | |||