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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$40.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr 529A
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFAX vs CIRAX Comparison Chart in %
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CBFAX vs. CIRAX commentary
Aug 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: 118B vs. CBFAX (28.8B). CIRAX pays higher dividends than CBFAX: CIRAX (2.97) vs CBFAX (2.02). 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 : 12.53 vs. CBFAX (6.99). CIRAX return over 5 years is better than : 53.95 vs. CBFAX (27.20).
| 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 | 11.745 | 14.544 | 81% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 2.02 | 2.97 | 68% |
| Returns for 1 year | 6.99 | 12.53 | 56% |
| Returns for 3 years | 26.27 | 31.67 | 83% |
| Returns for 5 years | 27.20 | 53.95 | 50% |
| Returns for 10 years | 59.38 | 84.53 | 70% |
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