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CBFCX vs RIRCX
CBFCX vs RIRCX Comparison
Open Charts CBFCX vs RIRCX
American Funds Global Balanced 529C
Price$38.01
Change-$0.81 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R3
Price$72.72
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
CBFCX vs RIRCX Comparison Chart
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CBFCX vs. RIRCX commentary
Dec 19, 2024
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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 109B vs. CBFCX (25.6B). RIRCX pays higher dividends than CBFCX: RIRCX (2.97) vs CBFCX (0.83). CBFCX was incepted earlier than RIRCX: CBFCX (14 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. CBFCX (91.00). CBFCX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 13.07 vs. CBFCX (9.51). RIRCX return over 5 years is better than : 24.74 vs. CBFCX (18.55).
| CBFCX | RIRCX | CBFCX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.074 | 11.634 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 109B | 23% |
| Annual Yield % from dividends | 0.83 | 2.97 | 28% |
| Returns for 1 year | 9.51 | 13.07 | 73% |
| Returns for 3 years | 1.43 | 12.47 | 11% |
| Returns for 5 years | 18.55 | 24.74 | 75% |
| Returns for 10 years | 36.62 | 36.23 | 101% |