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CBFCX vs CIRAX
CBFCX vs CIRAX Comparison
Open Charts CBFCX vs CIRAX
American Funds Global Balanced 529C
Price$41.21
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets29.83B
American Funds Capital Income Bldr 529A
Price$79.50
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
CBFCX vs CIRAX Comparison Chart in %
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CBFCX vs. CIRAX commentary
Oct 09, 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 Buy and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 120B vs. CBFCX (29.8B). CIRAX pays higher dividends than CBFCX: CIRAX (2.89) vs CBFCX (1.27). 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 : 12.34 vs. CBFCX (6.40). CIRAX return over 5 years is better than : 57.32 vs. CBFCX (25.37).
| 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 | 14.009 | 17.441 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 120B | 25% |
| Annual Yield % from dividends | 1.27 | 2.89 | 44% |
| Returns for 1 year | 6.40 | 12.34 | 52% |
| Returns for 3 years | 42.48 | 51.32 | 83% |
| Returns for 5 years | 25.37 | 57.32 | 44% |
| Returns for 10 years | 54.31 | 93.05 | 58% |
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