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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$34.79
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets24.19B
American Funds Capital Income Bldr R3
Price$66.26
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
CBFAX vs RIRCX Comparison Chart
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CBFAX vs. RIRCX commentary
Apr 10, 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: 101B vs. CBFAX (24.2B). RIRCX pays higher dividends than CBFAX: RIRCX (2.84) vs CBFAX (1.95). CBFAX was incepted earlier than RIRCX: CBFAX (14 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than CBFAX (0.84). CBFAX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 0.96 vs. CBFAX (-5.24). RIRCX return over 5 years is better than : 33.95 vs. CBFAX (23.20).
| CBFAX | RIRCX | CBFAX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.84 | 0.91 | 92% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.574 | -3.433 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 101B | 24% |
| Annual Yield % from dividends | 1.95 | 2.84 | 69% |
| Returns for 1 year | -5.24 | 0.96 | -543% |
| Returns for 3 years | 1.74 | 3.57 | 49% |
| Returns for 5 years | 23.20 | 33.95 | 68% |
| Returns for 10 years | 34.04 | 24.49 | 139% |
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