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CBFEX vs RIRAX
CBFEX vs RIRAX Comparison
Open Charts CBFEX vs RIRAX
American Funds Global Balanced 529E
Price$39.64
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R1
Price$73.29
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
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CBFEX vs RIRAX Comparison Chart
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CBFEX vs. RIRAX 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 110B vs. CBFEX (27.2B). RIRAX pays higher dividends than CBFEX: RIRAX (2.54) vs CBFEX (1.37). CBFEX was incepted earlier than RIRAX: CBFEX (14 years) vs RIRAX (22 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. CBFEX (20.54) and RIRAX (20.33) have marching annual gain over last year. CBFEX (29.67) and RIRAX (29.50) have equivalent 5 years return.
| CBFEX | RIRAX | CBFEX / RIRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 10.166 | 11.988 | 85% |
| 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 | 2.54 | 54% |
| Returns for 1 year | 20.54 | 20.33 | 101% |
| Returns for 3 years | 4.60 | 15.55 | 30% |
| Returns for 5 years | 29.67 | 29.50 | 101% |
| Returns for 10 years | 45.47 | 36.39 | 125% |
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