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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$39.53
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529E
Price$73.17
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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CBFCX vs CIREX Comparison Chart
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CBFCX vs. CIREX commentary
Sep 21, 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: 110B vs. CBFCX (27.2B). 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 : 20.94 vs. CBFCX (19.89). CIREX return over 5 years is better than : 39.10 vs. CBFCX (26.19).
| 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 | 9.734 | 12.409 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 110B | 25% |
| Annual Yield % from dividends | 0.83 | 3.02 | 27% |
| Returns for 1 year | 19.89 | 20.94 | 95% |
| Returns for 3 years | 2.92 | 19.63 | 15% |
| Returns for 5 years | 26.19 | 39.10 | 67% |
| Returns for 10 years | 37.73 | 67.62 | 56% |
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