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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$38.01
Change-$0.81 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529E
Price$71.13
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
CBFCX vs CIREX Comparison Chart
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CBFCX vs. CIREX commentary
Dec 19, 2024
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 CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. CBFCX (25.6B). CIREX pays higher dividends than CBFCX: CIREX (3.02) vs CBFCX (0.83). CBFCX was incepted earlier than CIREX: CBFCX (14 years) vs CIREX (23 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. CBFCX (91.00). CBFCX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 13.15 vs. CBFCX (9.51). CIREX return over 5 years is better than : 32.08 vs. CBFCX (18.55).
| CBFCX | CIREX | CBFCX / CIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.074 | 11.718 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 0.83 | 3.02 | 27% |
| Returns for 1 year | 9.51 | 13.15 | 72% |
| Returns for 3 years | 1.43 | 15.32 | 9% |
| Returns for 5 years | 18.55 | 32.08 | 58% |
| Returns for 10 years | 36.62 | 64.47 | 57% |
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