CBFAX
Price
$41.34
Change
-$0.07 (-0.17%)
Updated
Oct 21 closing price
Net Assets
29.94B
RIREX
Price
$79.51
Change
-$0.16 (-0.20%)
Updated
Oct 21 closing price
Net Assets
120.22B
Interact to see
Advertisement

CBFAX vs RIREX

Header iconCBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREXBanner chart's image
American Funds Global Balanced 529A
Price$41.34
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets29.94B
American Funds Capital Income Bldr R4
Price$79.51
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets120.22B
CBFAX vs RIREX Comparison Chart in %
View a ticker or compare two or three
VS
CBFAX vs. RIREX commentary
Oct 22, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. CBFAX (29.9B). RIREX pays higher dividends than CBFAX: RIREX (2.89) 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 : 12.05 vs. CBFAX (7.60). RIREX return over 5 years is better than : 54.43 vs. CBFAX (30.71).
CBFAXRIREXCBFAX / RIREX
Total Expense Ratio0.840.62135%
Annual Report Gross Expense Ratio0.840.62135%
Fund Existence15 years23 years-
Gain YTD15.00617.68485%
Front Load4%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.9B120B25%
Annual Yield % from dividends1.992.8969%
Returns for 1 year7.6012.0563%
Returns for 3 years44.6948.4292%
Returns for 5 years30.7154.4356%
Returns for 10 years65.4659.75110%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TRS38.260.43
+1.14%
TriMas Corp
HALO66.880.41
+0.62%
Halozyme Therapeutics
NGS27.250.03
+0.11%
Natural Gas Services Group
ZIONP21.91-0.01
-0.05%
Zions Bancorporation NA
TBMC11.60-0.10
-0.85%
Trailblazer Merger Corp