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CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$40.59
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.93B
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
CBFEX vs CIREX Comparison Chart in %
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CBFEX vs. CIREX commentary
Sep 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 CBFEX is a Buy and CIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. CBFEX (28.9B). CIREX pays higher dividends than CBFEX: CIREX (2.69) vs CBFEX (1.78). CBFEX was incepted earlier than CIREX: CBFEX (15 years) vs CIREX (24 years). CBFEX (1.06) is less costly to investors than CIREX (0.85). CBFEX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CBFEX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 11.63 vs. CBFEX (6.70). CIREX return over 5 years is better than : 53.56 vs. CBFEX (25.75).
| CBFEX | CIREX | CBFEX / CIREX | |
| Total Expense Ratio | 1.06 | 0.85 | 125% |
| Annual Report Gross Expense Ratio | 1.06 | 0.85 | 125% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 12.119 | 15.156 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 118B | 24% |
| Annual Yield % from dividends | 1.78 | 2.69 | 66% |
| Returns for 1 year | 6.70 | 11.63 | 58% |
| Returns for 3 years | 34.69 | 39.47 | 88% |
| Returns for 5 years | 25.75 | 53.56 | 48% |
| Returns for 10 years | 63.22 | 90.32 | 70% |
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