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CBFEX vs RIRAX
CBFEX vs RIRAX Comparison
Open Charts CBFEX vs RIRAX
American Funds Global Balanced 529E
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets25.65B
American Funds Capital Income Bldr R1
Price$70.59
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
CBFEX vs RIRAX Comparison Chart
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CBFEX vs. RIRAX commentary
Jan 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 Hold and RIRAX is a Hold.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 108B vs. CBFEX (25.6B). 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 : 10.46 vs. CBFEX (5.94). RIRAX return over 5 years is better than : 21.40 vs. CBFEX (16.05).
| 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 | 2.322 | 2.576 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 108B | 24% |
| Annual Yield % from dividends | 1.37 | 2.54 | 54% |
| Returns for 1 year | 5.94 | 10.46 | 57% |
| Returns for 3 years | 4.94 | 8.52 | 58% |
| Returns for 5 years | 16.05 | 21.40 | 75% |
| Returns for 10 years | 42.33 | 30.61 | 138% |
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