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CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$39.64
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529E
Price$73.17
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
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CBFEX vs CIREX Comparison Chart
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CBFEX vs. CIREX commentary
Sep 21, 2024
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: 110B vs. CBFEX (27.2B). CIREX pays higher dividends than CBFEX: CIREX (3.02) vs CBFEX (1.37). CBFEX was incepted earlier than CIREX: CBFEX (14 years) vs CIREX (23 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. CBFEX (91.00). CBFEX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX (20.94) and CBFEX (20.54) have marching annual gain over last year. CIREX return over 5 years is better than : 39.10 vs. CBFEX (29.67).
| CBFEX | CIREX | CBFEX / CIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.166 | 12.409 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 110B | 25% |
| Annual Yield % from dividends | 1.37 | 3.02 | 45% |
| Returns for 1 year | 20.54 | 20.94 | 98% |
| Returns for 3 years | 4.60 | 19.63 | 23% |
| Returns for 5 years | 29.67 | 39.10 | 76% |
| Returns for 10 years | 45.47 | 67.62 | 67% |