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CBFCX vs CIRAX
CBFCX vs CIRAX Comparison
Open Charts CBFCX vs CIRAX
American Funds Global Balanced 529C
Price$38.97
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr 529A
Price$75.15
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
CBFCX vs CIRAX Comparison Chart
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CBFCX vs. CIRAX commentary
Jun 15, 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 CBFCX is a StrongBuy and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 114B vs. CBFCX (27.3B). CIRAX pays higher dividends than CBFCX: CIRAX (3.02) vs CBFCX (1.14). CBFCX was incepted earlier than CIRAX: CBFCX (14 years) vs CIRAX (23 years). CBFCX (1.59) is less costly to investors than CIRAX (0.62). CBFCX is a more actively managed with annual turnover of: 114.00 vs. CIRAX (56.00). CBFCX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 13.88 vs. CBFCX (4.72). CIRAX return over 5 years is better than : 55.10 vs. CBFCX (23.82).
| CBFCX | CIRAX | CBFCX / CIRAX | |
| Total Expense Ratio | 1.59 | 0.62 | 256% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 6.892 | 10.373 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.14 | 3.02 | 38% |
| Returns for 1 year | 4.72 | 13.88 | 34% |
| Returns for 3 years | 26.06 | 34.37 | 76% |
| Returns for 5 years | 23.82 | 55.10 | 43% |
| Returns for 10 years | 40.63 | 76.69 | 53% |
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