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CBFEX vs RIRAX
CBFEX vs RIRAX Comparison
Open Charts CBFEX vs RIRAX
American Funds Global Balanced 529E
Price$39.07
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R1
Price$75.35
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
CBFEX vs RIRAX Comparison Chart
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CBFEX vs. RIRAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 114B vs. CBFEX (27.3B). RIRAX pays higher dividends than CBFEX: RIRAX (2.32) vs CBFEX (1.66). CBFEX was incepted earlier than RIRAX: CBFEX (14 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 : 13.05 vs. CBFEX (5.25). RIRAX return over 5 years is better than : 44.34 vs. CBFEX (27.18).
| CBFEX | RIRAX | CBFEX / RIRAX | |
| Total Expense Ratio | 1.06 | 1.36 | 78% |
| Annual Report Gross Expense Ratio | 1.06 | 1.36 | 78% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.159 | 10.010 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.66 | 2.32 | 71% |
| Returns for 1 year | 5.25 | 13.05 | 40% |
| Returns for 3 years | 28.11 | 29.77 | 94% |
| Returns for 5 years | 27.18 | 44.34 | 61% |
| Returns for 10 years | 48.49 | 41.42 | 117% |
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