Interact to see
Advertisement
Advertisement
CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$41.27
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets29.83B
American Funds Capital Income Bldr 529E
Price$79.56
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
CBFEX vs CIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFEX vs. CIREX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. CBFEX (29.8B). CIREX pays higher dividends than CBFEX: CIREX (2.67) vs CBFEX (1.77). 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 : 12.08 vs. CBFEX (6.95). CIREX return over 5 years is better than : 55.54 vs. CBFEX (28.75).
| 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 | 14.475 | 17.240 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 120B | 25% |
| Annual Yield % from dividends | 1.77 | 2.67 | 66% |
| Returns for 1 year | 6.95 | 12.08 | 58% |
| Returns for 3 years | 44.79 | 50.29 | 89% |
| Returns for 5 years | 28.75 | 55.54 | 52% |
| Returns for 10 years | 62.90 | 88.80 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement