Interact to see
Advertisement
Advertisement
CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$41.16
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr 529A
Price$79.24
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFAX vs CIRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFAX vs. CIRAX commentary
Oct 19, 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 Hold and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 119B vs. CBFAX (29.8B). CIRAX pays higher dividends than CBFAX: CIRAX (2.89) vs CBFAX (1.99). CBFAX was incepted earlier than CIRAX: CBFAX (15 years) vs CIRAX (24 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 : 10.75 vs. CBFAX (6.62). CIRAX return over 5 years is better than : 57.39 vs. CBFAX (29.55).
| CBFAX | CIRAX | CBFAX / CIRAX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 14.312 | 17.057 | 84% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 1.99 | 2.89 | 69% |
| Returns for 1 year | 6.62 | 10.75 | 62% |
| Returns for 3 years | 44.29 | 49.10 | 90% |
| Returns for 5 years | 29.55 | 57.39 | 51% |
| Returns for 10 years | 65.68 | 91.18 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement