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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$38.25
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr R4
Price$73.75
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
CBFAX vs RIREX Comparison Chart
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CBFAX vs. RIREX commentary
May 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 111B vs. CBFAX (26.6B). RIREX pays higher dividends than CBFAX: RIREX (3.12) vs CBFAX (1.94). CBFAX was incepted earlier than RIREX: CBFAX (14 years) vs RIREX (23 years). CBFAX (0.84) is less costly to investors than RIREX (0.62). CBFAX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). CBFAX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 10.73 vs. CBFAX (3.06). RIREX return over 5 years is better than : 50.27 vs. CBFAX (30.88).
| CBFAX | RIREX | CBFAX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.917 | 7.654 | 64% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 111B | 24% |
| Annual Yield % from dividends | 1.94 | 3.12 | 62% |
| Returns for 1 year | 3.06 | 10.73 | 29% |
| Returns for 3 years | 18.97 | 21.90 | 87% |
| Returns for 5 years | 30.88 | 50.27 | 61% |
| Returns for 10 years | 45.99 | 38.79 | 119% |
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