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CBFEX vs CIRAX
CBFEX vs CIRAX Comparison
Open Charts CBFEX vs CIRAX
American Funds Global Balanced 529E
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
American Funds Capital Income Bldr 529A
Price$70.45
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
CBFEX vs CIRAX Comparison Chart
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CBFEX vs. CIRAX commentary
Jan 23, 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: 108B vs. CBFEX (25.6B). CIRAX pays higher dividends than CBFEX: CIRAX (3.25) vs CBFEX (1.37). CBFEX was incepted earlier than CIRAX: CBFEX (14 years) vs CIRAX (23 years). CIRAX is a more actively managed with annual turnover of: 106.00 vs. CBFEX (91.00). CBFEX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 11.26 vs. CBFEX (5.94). CIRAX return over 5 years is better than : 31.07 vs. CBFEX (16.05).
| CBFEX | CIRAX | CBFEX / CIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.322 | 2.611 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 1.37 | 3.25 | 42% |
| Returns for 1 year | 5.94 | 11.26 | 53% |
| Returns for 3 years | 4.94 | 13.13 | 38% |
| Returns for 5 years | 16.05 | 31.07 | 52% |
| Returns for 10 years | 42.33 | 64.17 | 66% |
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