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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$41.03
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets29.39B
American Funds Capital Income Bldr R4
Price$79.04
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets119.02B
CBFAX vs RIREX Comparison Chart in %
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CBFAX vs. RIREX commentary
Oct 01, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. CBFAX (29.4B). 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 : 10.22 vs. CBFAX (4.34). RIREX return over 5 years is better than : 54.05 vs. CBFAX (30.61).
| 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 | 13.257 | 16.296 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4B | 119B | 25% |
| Annual Yield % from dividends | 1.99 | 2.90 | 69% |
| Returns for 1 year | 4.34 | 10.22 | 42% |
| Returns for 3 years | 45.32 | 49.91 | 91% |
| Returns for 5 years | 30.61 | 54.05 | 57% |
| Returns for 10 years | 69.29 | 65.73 | 105% |
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