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CBFCX vs CIRAX
CBFCX vs CIRAX Comparison
Open Charts CBFCX vs CIRAX
American Funds Global Balanced 529C
Price$40.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr 529A
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFCX vs CIRAX Comparison Chart in %
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CBFCX vs. CIRAX commentary
Aug 16, 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 Hold and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 118B vs. CBFCX (28.8B). CIRAX pays higher dividends than CBFCX: CIRAX (2.97) vs CBFCX (1.31). 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 : 12.53 vs. CBFCX (6.19). CIRAX return over 5 years is better than : 53.95 vs. CBFCX (22.48).
| CBFCX | CIRAX | CBFCX / CIRAX | |
| Total Expense Ratio | 1.59 | 0.62 | 256% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 11.210 | 14.544 | 77% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 1.31 | 2.97 | 44% |
| Returns for 1 year | 6.19 | 12.53 | 49% |
| Returns for 3 years | 23.44 | 31.67 | 74% |
| Returns for 5 years | 22.48 | 53.95 | 42% |
| Returns for 10 years | 47.60 | 84.53 | 56% |
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