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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$40.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr 529E
Price$78.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFCX vs CIREX Comparison Chart in %
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CBFCX vs. CIREX commentary
Aug 16, 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 Hold and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. CBFCX (28.8B). CIREX pays higher dividends than CBFCX: CIREX (2.76) vs CBFCX (1.31). CBFCX was incepted earlier than CIREX: CBFCX (15 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 : 12.27 vs. CBFCX (6.19). CIREX return over 5 years is better than : 52.22 vs. CBFCX (22.48).
| CBFCX | CIREX | CBFCX / CIREX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.85 | 187% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.210 | 14.379 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 1.31 | 2.76 | 47% |
| Returns for 1 year | 6.19 | 12.27 | 50% |
| Returns for 3 years | 23.44 | 30.77 | 76% |
| Returns for 5 years | 22.48 | 52.22 | 43% |
| Returns for 10 years | 47.60 | 80.43 | 59% |
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