CBFEX
Price
$39.81
Change
+$0.15 (+0.38%)
Updated
Jul 3 closing price
Net Assets
28.13B
RIRBX
Price
$77.09
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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CBFEX vs RIRBX

Header iconCBFEX vs RIRBX Comparison
Open Charts CBFEX vs RIRBXBanner chart's image
American Funds Global Balanced 529E
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFEX vs RIRBX Comparison Chart in %
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CBFEX vs. RIRBX commentary
Jul 05, 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 RIRBX is a Buy.

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FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. CBFEX (28.1B). RIRBX pays higher dividends than CBFEX: RIRBX (2.28) vs CBFEX (1.81). CBFEX was incepted earlier than RIRBX: CBFEX (14 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than CBFEX (1.06). CBFEX is a more actively managed with annual turnover of: 114.00 vs. RIRBX (56.00). CBFEX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 14.86 vs. CBFEX (7.45). RIRBX return over 5 years is better than : 45.96 vs. CBFEX (27.93).
CBFEXRIRBXCBFEX / RIRBX
Total Expense Ratio1.061.3678%
Annual Report Gross Expense Ratio1.061.3678%
Fund Existence14 years23 years-
Gain YTD9.96412.64979%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.1B116B24%
Annual Yield % from dividends1.812.2879%
Returns for 1 year7.4514.8650%
Returns for 3 years29.9230.6698%
Returns for 5 years27.9345.9661%
Returns for 10 years55.0547.88115%
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