Interact to see
Advertisement
Advertisement
CBFFX vs RIRAX
CBFFX vs RIRAX Comparison
Open Charts CBFFX vs RIRAX
American Funds Global Balanced 529F1
Price$39.77
Change-$0.16 (-0.40%)
VolumeN/A
Net Assets28.1B
American Funds Capital Income Bldr R1
Price$77.00
Change-$0.32 (-0.41%)
VolumeN/A
Net Assets116.2B
CBFFX vs RIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFFX vs. RIRAX commentary
Jul 13, 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 CBFFX is a StrongBuy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 116B vs. CBFFX (28.1B). RIRAX (2.27) and CBFFX (2.19) have matching dividends . CBFFX was incepted earlier than RIRAX: CBFFX (14 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than CBFFX (0.91). CBFFX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). CBFFX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 12.75 vs. CBFFX (6.17). RIRAX return over 5 years is better than : 46.01 vs. CBFFX (29.38).
| CBFFX | RIRAX | CBFFX / RIRAX | |
| Total Expense Ratio | 0.91 | 1.36 | 67% |
| Annual Report Gross Expense Ratio | 0.91 | 1.36 | 67% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.014 | 12.419 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.19 | 2.27 | 96% |
| Returns for 1 year | 6.17 | 12.75 | 48% |
| Returns for 3 years | 33.50 | 32.37 | 103% |
| Returns for 5 years | 29.38 | 46.01 | 64% |
| Returns for 10 years | 59.44 | 44.87 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement