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CBFEX vs RIRAX
CBFEX vs RIRAX Comparison
Open Charts CBFEX vs RIRAX
American Funds Global Balanced 529E
Price$37.88
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets26.01B
American Funds Capital Income Bldr R1
Price$72.54
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
CBFEX vs RIRAX Comparison Chart
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CBFEX vs. RIRAX commentary
Feb 23, 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 RIRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 110B vs. CBFEX (26B). RIRAX pays higher dividends than CBFEX: RIRAX (2.54) vs CBFEX (1.37). CBFEX was incepted earlier than RIRAX: CBFEX (14 years) vs RIRAX (23 years). RIRAX is a more actively managed with annual turnover of: 106.00 vs. CBFEX (91.00). CBFEX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 11.29 vs. CBFEX (5.05). RIRAX return over 5 years is better than : 24.51 vs. CBFEX (17.62).
| CBFEX | RIRAX | CBFEX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.469 | 4.978 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 110B | 24% |
| Annual Yield % from dividends | 1.37 | 2.54 | 54% |
| Returns for 1 year | 5.05 | 11.29 | 45% |
| Returns for 3 years | 8.00 | 11.94 | 67% |
| Returns for 5 years | 17.62 | 24.51 | 72% |
| Returns for 10 years | 41.73 | 31.61 | 132% |
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