CBFEX
Price
$40.59
Change
+$0.14 (+0.35%)
Updated
Sep 5 closing price
Net Assets
28.93B
RIRBX
Price
$78.54
Change
+$0.41 (+0.52%)
Updated
Sep 5 closing price
Net Assets
117.62B
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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$40.59
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.93B
American Funds Capital Income Bldr R2
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
CBFEX vs RIRBX Comparison Chart in %
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CBFEX vs. RIRBX commentary
Sep 06, 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 RIRBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. CBFEX (28.9B). RIRBX pays higher dividends than CBFEX: RIRBX (2.23) vs CBFEX (1.78). CBFEX was incepted earlier than RIRBX: CBFEX (15 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 : 10.48 vs. CBFEX (6.33). RIRBX return over 5 years is better than : 44.50 vs. CBFEX (25.32).
CBFEXRIRBXCBFEX / RIRBX
Total Expense Ratio1.061.3678%
Annual Report Gross Expense Ratio1.061.3678%
Fund Existence15 years23 years-
Gain YTD11.73214.16983%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B118B24%
Annual Yield % from dividends1.782.2380%
Returns for 1 year6.3310.4860%
Returns for 3 years34.2334.9098%
Returns for 5 years25.3244.5057%
Returns for 10 years62.6655.78112%
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