CBFEX
Price
$39.81
Change
+$0.15 (+0.38%)
Updated
Jul 3 closing price
Net Assets
28.13B
CIREX
Price
$77.03
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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CBFEX vs CIREX

Header iconCBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREXBanner chart's image
American Funds Global Balanced 529E
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFEX vs CIREX Comparison Chart in %
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CBFEX vs. CIREX commentary
Jul 05, 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 StrongBuy and CIREX is a Buy.

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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. CBFEX (28.1B). CIREX pays higher dividends than CBFEX: CIREX (2.75) vs CBFEX (1.81). CBFEX was incepted earlier than CIREX: CBFEX (14 years) vs CIREX (23 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 : 15.44 vs. CBFEX (7.45). CIREX return over 5 years is better than : 54.30 vs. CBFEX (27.93).
CBFEXCIREXCBFEX / CIREX
Total Expense Ratio1.060.85125%
Annual Report Gross Expense Ratio1.060.85125%
Fund Existence14 years23 years-
Gain YTD9.96412.92877%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.1B116B24%
Annual Yield % from dividends1.812.7566%
Returns for 1 year7.4515.4448%
Returns for 3 years29.9234.3687%
Returns for 5 years27.9354.3051%
Returns for 10 years55.0579.6969%
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