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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$40.19
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets28.44B
American Funds Capital Income Bldr 529A
Price$77.66
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
CBFAX vs CIRAX Comparison Chart in %
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CBFAX vs. CIRAX commentary
Jul 28, 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: 117B vs. CBFAX (28.4B). 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 : 14.95 vs. CBFAX (8.81). CIRAX return over 5 years is better than : 55.84 vs. CBFAX (28.44).
| 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 | 11.082 | 14.060 | 79% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 117B | 24% |
| Annual Yield % from dividends | 2.03 | 2.97 | 68% |
| Returns for 1 year | 8.81 | 14.95 | 59% |
| Returns for 3 years | 31.57 | 36.21 | 87% |
| Returns for 5 years | 28.44 | 55.84 | 51% |
| Returns for 10 years | 59.01 | 83.96 | 70% |
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