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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$34.79
Change-$0.19 (-0.54%)
VolumeN/A
Net Assets24.19B
American Funds Capital Income Bldr R4
Price$66.21
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
CBFAX vs RIREX Comparison Chart
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CBFAX vs. RIREX commentary
Apr 10, 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 101B vs. CBFAX (24.2B). RIREX pays higher dividends than CBFAX: RIREX (3.13) vs CBFAX (1.95). 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 (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 1.26 vs. CBFAX (-5.24). RIREX return over 5 years is better than : 35.42 vs. CBFAX (23.20).
| CBFAX | RIREX | CBFAX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.574 | -3.353 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 101B | 24% |
| Annual Yield % from dividends | 1.95 | 3.13 | 62% |
| Returns for 1 year | -5.24 | 1.26 | -415% |
| Returns for 3 years | 1.74 | 4.33 | 40% |
| Returns for 5 years | 23.20 | 35.42 | 66% |
| Returns for 10 years | 34.04 | 26.09 | 130% |
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