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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$41.30
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets30.51B
American Funds Capital Income Bldr 529A
Price$79.62
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
CBFAX vs CIRAX Comparison Chart in %
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CBFAX vs. CIRAX commentary
Feb 04, 2026
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: 121B vs. CBFAX (30.5B). CIRAX pays higher dividends than CBFAX: CIRAX (2.78) vs CBFAX (2.23). CBFAX was incepted earlier than CIRAX: CBFAX (15 years) vs CIRAX (24 years). CBFAX (0.83) is less costly to investors than CIRAX (0.60). CBFAX (50.00) and CIRAX (50.00) have comparable annual turnover. 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 : 16.15 vs. CBFAX (12.50). CIRAX return over 5 years is better than : 46.46 vs. CBFAX (18.95).
| CBFAX | CIRAX | CBFAX / CIRAX | |
| Total Expense Ratio | 0.83 | 0.60 | 138% |
| Annual Report Gross Expense Ratio | 0.83 | 0.60 | 138% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.558 | 3.577 | 71% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 121B | 25% |
| Annual Yield % from dividends | 2.23 | 2.78 | 80% |
| Returns for 1 year | 12.50 | 16.15 | 77% |
| Returns for 3 years | 29.01 | 35.06 | 83% |
| Returns for 5 years | 18.95 | 46.46 | 41% |
| Returns for 10 years | 81.34 | 104.46 | 78% |
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