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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$38.13
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets26.59B
American Funds Capital Income Bldr 529E
Price$73.78
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
CBFCX vs CIREX Comparison Chart
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CBFCX vs. CIREX commentary
May 24, 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: 111B vs. CBFCX (26.6B). CIREX pays higher dividends than CBFCX: CIREX (2.89) vs CBFCX (1.17). 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 : 10.50 vs. CBFCX (2.30). CIREX return over 5 years is better than : 55.40 vs. CBFCX (26.02).
| 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 | 4.588 | 7.565 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 111B | 24% |
| Annual Yield % from dividends | 1.17 | 2.89 | 41% |
| Returns for 1 year | 2.30 | 10.50 | 22% |
| Returns for 3 years | 16.28 | 23.57 | 69% |
| Returns for 5 years | 26.02 | 55.40 | 47% |
| Returns for 10 years | 35.15 | 64.32 | 55% |