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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$37.52
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
American Funds Capital Income Bldr R4
Price$70.46
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
CBFAX vs RIREX Comparison Chart
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CBFAX vs. RIREX commentary
Jan 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 108B vs. CBFAX (25.6B). 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 : 10.70 vs. CBFAX (6.27). RIREX return over 5 years is better than : 24.24 vs. CBFAX (17.60).
| 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 | 2.430 | 2.205 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 1.59 | 3.26 | 49% |
| Returns for 1 year | 6.27 | 10.70 | 59% |
| Returns for 3 years | 5.75 | 9.87 | 58% |
| Returns for 5 years | 17.60 | 24.24 | 73% |
| Returns for 10 years | 45.70 | 34.04 | 134% |
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