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CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$38.23
Change-$0.31 (-0.80%)
VolumeN/A
Net Assets26.8B
American Funds Capital Income Bldr 529E
Price$73.83
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
CBFEX vs CIREX Comparison Chart
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CBFEX vs. CIREX commentary
May 22, 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.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 112B vs. CBFEX (26.8B). CIREX pays higher dividends than CBFEX: CIREX (2.89) vs CBFEX (1.71). 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 : 10.17 vs. CBFEX (2.44). CIREX return over 5 years is better than : 55.51 vs. CBFEX (29.47).
| CBFEX | CIREX | CBFEX / CIREX | |
| Total Expense Ratio | 1.06 | 0.85 | 125% |
| Annual Report Gross Expense Ratio | 1.06 | 0.85 | 125% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.855 | 7.638 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8B | 112B | 24% |
| Annual Yield % from dividends | 1.71 | 2.89 | 59% |
| Returns for 1 year | 2.44 | 10.17 | 24% |
| Returns for 3 years | 19.29 | 24.68 | 78% |
| Returns for 5 years | 29.47 | 55.51 | 53% |
| Returns for 10 years | 42.77 | 64.43 | 66% |
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