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CBFEX vs RIRBX
CBFEX vs RIRBX Comparison
Open Charts CBFEX vs RIRBX
American Funds Global Balanced 529E
Price$39.64
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R2
Price$73.23
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
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CBFEX vs RIRBX Comparison Chart
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CBFEX vs. RIRBX 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 110B vs. CBFEX (27.2B). RIRBX pays higher dividends than CBFEX: RIRBX (2.55) vs CBFEX (1.37). CBFEX was incepted earlier than RIRBX: CBFEX (14 years) vs RIRBX (22 years). RIRBX is a more actively managed with annual turnover of: 106.00 vs. CBFEX (91.00). CBFEX (250) and RIRBX (250) have matching initial minimum investment requirements. CBFEX (20.54) and RIRBX (20.32) have marching annual gain over last year. CBFEX (29.67) and RIRBX (29.48) have equivalent 5 years return.
| CBFEX | RIRBX | CBFEX / RIRBX | |
| 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 | 11.997 | 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 | 2.55 | 54% |
| Returns for 1 year | 20.54 | 20.32 | 101% |
| Returns for 3 years | 4.60 | 15.53 | 30% |
| Returns for 5 years | 29.67 | 29.48 | 101% |
| Returns for 10 years | 45.47 | 36.34 | 125% |
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