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CBFCX vs RIRCX
CBFCX vs RIRCX Comparison
Open Charts CBFCX vs RIRCX
American Funds Global Balanced 529C
Price$40.09
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr R3
Price$77.72
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
CBFCX vs RIRCX Comparison Chart in %
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CBFCX vs. RIRCX commentary
Jul 27, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 117B vs. CBFCX (28.4B). RIRCX pays higher dividends than CBFCX: RIRCX (2.69) vs CBFCX (1.31). CBFCX was incepted earlier than RIRCX: CBFCX (14 years) vs RIRCX (23 years). CBFCX (1.59) is less costly to investors than RIRCX (0.91). CBFCX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). CBFCX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 14.62 vs. CBFCX (7.97). RIRCX return over 5 years is better than : 48.29 vs. CBFCX (23.67).
| CBFCX | RIRCX | CBFCX / RIRCX | |
| Total Expense Ratio | 1.59 | 0.91 | 175% |
| Annual Report Gross Expense Ratio | 1.59 | 0.91 | 175% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.603 | 13.882 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 117B | 24% |
| Annual Yield % from dividends | 1.31 | 2.69 | 49% |
| Returns for 1 year | 7.97 | 14.62 | 55% |
| Returns for 3 years | 28.62 | 33.10 | 86% |
| Returns for 5 years | 23.67 | 48.29 | 49% |
| Returns for 10 years | 47.28 | 51.06 | 93% |
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