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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$38.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$72.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CBFAX vs RIREX Comparison Chart
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CBFAX vs. RIREX commentary
Nov 22, 2024
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: 107B vs. CBFAX (26.4B). RIREX pays higher dividends than CBFAX: RIREX (3.26) vs CBFAX (1.59). CBFAX was incepted earlier than RIREX: CBFAX (14 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. CBFAX (91.00). CBFAX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 17.72 vs. CBFAX (12.74). RIREX return over 5 years is better than : 28.41 vs. CBFAX (24.54).
| CBFAX | RIREX | CBFAX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.056 | 11.473 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 107B | 25% |
| Annual Yield % from dividends | 1.59 | 3.26 | 49% |
| Returns for 1 year | 12.74 | 17.72 | 72% |
| Returns for 3 years | 1.34 | 13.55 | 10% |
| Returns for 5 years | 24.54 | 28.41 | 86% |
| Returns for 10 years | 42.94 | 35.80 | 120% |
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