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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$37.80
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets26.01B
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
CBFCX vs CIREX Comparison Chart
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CBFCX vs. CIREX commentary
Feb 23, 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 CIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. CBFCX (26B). 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 : 11.86 vs. CBFCX (4.51). CIREX return over 5 years is better than : 32.96 vs. CBFCX (14.50).
| 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 | 3.392 | 5.059 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 110B | 24% |
| Annual Yield % from dividends | 0.83 | 3.02 | 27% |
| Returns for 1 year | 4.51 | 11.86 | 38% |
| Returns for 3 years | 6.27 | 15.88 | 40% |
| Returns for 5 years | 14.50 | 32.96 | 44% |
| Returns for 10 years | 34.29 | 61.77 | 56% |