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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$37.92
Change-$0.23 (-0.60%)
VolumeN/A
Net Assets26.01B
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
CBFAX vs RIREX Comparison Chart
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CBFAX vs. RIREX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. CBFAX (26B). 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 : 12.12 vs. CBFAX (5.32). RIREX return over 5 years is better than : 27.73 vs. CBFAX (18.95).
| 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 | 3.522 | 5.091 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 110B | 24% |
| Annual Yield % from dividends | 1.59 | 3.26 | 49% |
| Returns for 1 year | 5.32 | 12.12 | 44% |
| Returns for 3 years | 8.74 | 13.78 | 63% |
| Returns for 5 years | 18.95 | 27.73 | 68% |
| Returns for 10 years | 45.01 | 35.58 | 127% |
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