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CBFEX vs RIRAX
CBFEX vs RIRAX Comparison
Open Charts CBFEX vs RIRAX
American Funds Global Balanced 529E
Price$41.27
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets29.83B
American Funds Capital Income Bldr R1
Price$79.67
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
CBFEX vs RIRAX Comparison Chart in %
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CBFEX vs. RIRAX commentary
Oct 08, 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 Buy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 120B vs. CBFEX (29.8B). RIRAX pays higher dividends than CBFEX: RIRAX (2.20) vs CBFEX (1.77). CBFEX was incepted earlier than RIRAX: CBFEX (15 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than CBFEX (1.06). CBFEX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). CBFEX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 11.50 vs. CBFEX (6.95). RIRAX return over 5 years is better than : 47.86 vs. CBFEX (28.75).
| CBFEX | RIRAX | CBFEX / RIRAX | |
| Total Expense Ratio | 1.06 | 1.36 | 78% |
| Annual Report Gross Expense Ratio | 1.06 | 1.36 | 78% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.475 | 16.773 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 120B | 25% |
| Annual Yield % from dividends | 1.77 | 2.20 | 80% |
| Returns for 1 year | 6.95 | 11.50 | 60% |
| Returns for 3 years | 44.79 | 46.65 | 96% |
| Returns for 5 years | 28.75 | 47.86 | 60% |
| Returns for 10 years | 62.90 | 56.38 | 112% |
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