CBFCX
Price
$41.87
Change
+$0.28 (+0.67%)
Updated
Nov 26 closing price
Net Assets
30.15B
CIRAX
Price
$80.82
Change
+$0.60 (+0.75%)
Updated
Nov 26 closing price
Net Assets
120.61B
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CBFCX vs CIRAX

Header iconCBFCX vs CIRAX Comparison
Open Charts CBFCX vs CIRAXBanner chart's image
American Funds Global Balanced 529C
Price$41.87
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.15B
American Funds Capital Income Bldr 529A
Price$80.82
Change+$0.60 (+0.75%)
VolumeN/A
Net Assets120.61B
CBFCX vs CIRAX Comparison Chart in %
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CBFCX vs. CIRAX commentary
Nov 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 121B vs. CBFCX (30.2B). CIRAX pays higher dividends than CBFCX: CIRAX (2.89) vs CBFCX (1.25). CBFCX was incepted earlier than CIRAX: CBFCX (15 years) vs CIRAX (24 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 : 14.49 vs. CBFCX (10.09). CIRAX return over 5 years is better than : 52.28 vs. CBFCX (20.40).
CBFCXCIRAXCBFCX / CIRAX
Total Expense Ratio1.590.62256%
Annual Report Gross Expense Ratio1.590.62256%
Fund Existence15 years24 years-
Gain YTD15.83519.39182%
Front LoadN/A4%-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B121B25%
Annual Yield % from dividends1.252.8943%
Returns for 1 year10.0914.4970%
Returns for 3 years32.7239.0484%
Returns for 5 years20.4052.2839%
Returns for 10 years58.0796.7060%
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