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CBFCX vs CIRAX
CBFCX vs CIRAX Comparison
Open Charts CBFCX vs CIRAX
American Funds Global Balanced 529C
Price$38.13
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr 529A
Price$73.75
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
CBFCX vs CIRAX Comparison Chart
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CBFCX vs. CIRAX commentary
May 24, 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: 111B vs. CBFCX (26.6B). CIRAX pays higher dividends than CBFCX: CIRAX (3.12) vs CBFCX (1.17). 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 : 10.74 vs. CBFCX (2.30). CIRAX return over 5 years is better than : 57.16 vs. CBFCX (26.02).
| 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 | 4.588 | 7.656 | 60% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 111B | 24% |
| Annual Yield % from dividends | 1.17 | 3.12 | 38% |
| Returns for 1 year | 2.30 | 10.74 | 21% |
| Returns for 3 years | 16.28 | 24.40 | 67% |
| Returns for 5 years | 26.02 | 57.16 | 46% |
| Returns for 10 years | 35.15 | 68.03 | 52% |