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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$39.84
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr 529A
Price$76.98
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFAX vs CIRAX Comparison Chart in %
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CBFAX vs. CIRAX commentary
Jul 07, 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 CBFAX is a StrongBuy and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 116B vs. CBFAX (28.1B). CIRAX pays higher dividends than CBFAX: CIRAX (2.97) vs CBFAX (2.03). CBFAX was incepted earlier than CIRAX: CBFAX (14 years) vs CIRAX (23 years). CBFAX (0.84) is less costly to investors than CIRAX (0.62). CBFAX is a more actively managed with annual turnover of: 114.00 vs. CIRAX (56.00). CBFAX (4%) and CIRAX (4%) have equivalent initial investment costs. CBFAX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 15.72 vs. CBFAX (7.72). CIRAX return over 5 years is better than : 56.07 vs. CBFAX (29.37).
| CBFAX | CIRAX | CBFAX / CIRAX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.115 | 13.061 | 77% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.03 | 2.97 | 68% |
| Returns for 1 year | 7.72 | 15.72 | 49% |
| Returns for 3 years | 30.79 | 35.30 | 87% |
| Returns for 5 years | 29.37 | 56.07 | 52% |
| Returns for 10 years | 58.63 | 83.78 | 70% |
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