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CBFEX vs CIRAX
CBFEX vs CIRAX Comparison
Open Charts CBFEX vs CIRAX
American Funds Global Balanced 529E
Price$35.63
Change-$0.42 (-1.17%)
VolumeN/A
Net Assets24.97B
American Funds Capital Income Bldr 529A
Price$68.10
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets104.37B
CBFEX vs CIRAX Comparison Chart
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CBFEX vs. CIRAX commentary
Apr 11, 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 CBFEX is a Hold and CIRAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 104B vs. CBFEX (25B). CIRAX pays higher dividends than CBFEX: CIRAX (3.13) vs CBFEX (1.72). CBFEX was incepted earlier than CIRAX: CBFEX (14 years) vs CIRAX (23 years). CBFEX (1.06) is less costly to investors than CIRAX (0.62). CBFEX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 6.18 vs. CBFEX (-1.19). CIRAX return over 5 years is better than : 47.06 vs. CBFEX (26.36).
| CBFEX | CIRAX | CBFEX / CIRAX | |
| Total Expense Ratio | 1.06 | 0.62 | 171% |
| Annual Report Gross Expense Ratio | 1.06 | 0.62 | 171% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -1.124 | 0.357 | -315% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 104B | 24% |
| Annual Yield % from dividends | 1.72 | 3.13 | 55% |
| Returns for 1 year | -1.19 | 6.18 | -19% |
| Returns for 3 years | 5.76 | 11.43 | 50% |
| Returns for 5 years | 26.36 | 47.06 | 56% |
| Returns for 10 years | 36.12 | 58.99 | 61% |
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