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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$35.25
Change-$1.29 (-3.53%)
VolumeN/A
Net Assets24.42B
American Funds Capital Income Bldr 529E
Price$67.85
Change-$3.26 (-4.58%)
VolumeN/A
Net Assets102.98B
CBFCX vs CIREX Comparison Chart
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CBFCX vs. CIREX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 103B vs. CBFCX (24.4B). CIREX pays higher dividends than CBFCX: CIREX (2.90) vs CBFCX (1.18). 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 (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 3.82 vs. CBFCX (-3.90). CIREX return over 5 years is better than : 52.11 vs. CBFCX (27.70).
| 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 | -3.311 | -1.080 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 103B | 24% |
| Annual Yield % from dividends | 1.18 | 2.90 | 41% |
| Returns for 1 year | -3.90 | 3.82 | -102% |
| Returns for 3 years | 0.38 | 8.66 | 4% |
| Returns for 5 years | 27.70 | 52.11 | 53% |
| Returns for 10 years | 26.54 | 53.86 | 49% |