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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$39.68
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$73.12
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
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CBFAX vs RIREX Comparison Chart
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CBFAX vs. RIREX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. CBFAX (27.2B). RIREX pays higher dividends than CBFAX: RIREX (3.26) vs CBFAX (1.59). CBFAX was incepted earlier than RIREX: CBFAX (14 years) vs RIREX (22 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. CBFAX annual gain was more profitable for investors over the last year : 20.80 vs. RIREX (18.85). RIREX (31.87) and CBFAX (31.09) have equivalent 5 years return.
| CBFAX | RIREX | CBFAX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 10.315 | 11.935 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 110B | 25% |
| Annual Yield % from dividends | 1.59 | 3.26 | 49% |
| Returns for 1 year | 20.80 | 18.85 | 110% |
| Returns for 3 years | 5.31 | 15.66 | 34% |
| Returns for 5 years | 31.09 | 31.87 | 98% |
| Returns for 10 years | 48.79 | 38.46 | 127% |
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