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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$40.09
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
CBFCX vs CIREX Comparison Chart in %
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CBFCX vs. CIREX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. CBFCX (28.4B). CIREX pays higher dividends than CBFCX: CIREX (2.75) vs CBFCX (1.31). CBFCX was incepted earlier than CIREX: CBFCX (14 years) vs CIREX (23 years). CBFCX (1.59) is less costly to investors than CIREX (0.85). CBFCX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CBFCX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 14.69 vs. CBFCX (7.97). CIREX return over 5 years is better than : 54.10 vs. CBFCX (23.67).
| CBFCX | CIREX | CBFCX / CIREX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.85 | 187% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.603 | 13.925 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 117B | 24% |
| Annual Yield % from dividends | 1.31 | 2.75 | 48% |
| Returns for 1 year | 7.97 | 14.69 | 54% |
| Returns for 3 years | 28.62 | 35.31 | 81% |
| Returns for 5 years | 23.67 | 54.10 | 44% |
| Returns for 10 years | 47.28 | 79.90 | 59% |
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