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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$40.64
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
CBFAX vs RIREX Comparison Chart in %
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CBFAX vs. RIREX commentary
Sep 09, 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 Buy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. CBFAX (29B). RIREX pays higher dividends than CBFAX: RIREX (2.90) vs CBFAX (1.99). CBFAX was incepted earlier than RIREX: CBFAX (15 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 : 11.89 vs. CBFAX (6.97). RIREX return over 5 years is better than : 49.49 vs. CBFAX (27.20).
| CBFAX | RIREX | CBFAX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.326 | 15.348 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 1.99 | 2.90 | 69% |
| Returns for 1 year | 6.97 | 11.89 | 59% |
| Returns for 3 years | 35.66 | 38.28 | 93% |
| Returns for 5 years | 27.20 | 49.49 | 55% |
| Returns for 10 years | 66.94 | 61.97 | 108% |
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