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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$38.97
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
CBFCX vs CIREX Comparison Chart
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CBFCX vs. CIREX commentary
Jun 15, 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: 114B vs. CBFCX (27.3B). CIREX pays higher dividends than CBFCX: CIREX (2.80) vs CBFCX (1.14). 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 : 13.62 vs. CBFCX (4.72). CIREX return over 5 years is better than : 53.37 vs. CBFCX (23.82).
| 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 | 6.892 | 10.260 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.14 | 2.80 | 41% |
| Returns for 1 year | 4.72 | 13.62 | 35% |
| Returns for 3 years | 26.06 | 33.44 | 78% |
| Returns for 5 years | 23.82 | 53.37 | 45% |
| Returns for 10 years | 40.63 | 72.79 | 56% |
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