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CBFAX vs CIRAX
CBFAX vs CIRAX Comparison
Open Charts CBFAX vs CIRAX
American Funds Global Balanced 529A
Price$41.72
Change-$0.37 (-0.88%)
VolumeN/A
Net Assets30.45B
American Funds Capital Income Bldr 529A
Price$80.06
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
CBFAX vs CIRAX Comparison Chart in %
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CBFAX vs. CIRAX commentary
Nov 14, 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: 122B vs. CBFAX (30.4B). CIRAX pays higher dividends than CBFAX: CIRAX (2.89) vs CBFAX (1.97). 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 : 14.35 vs. CBFAX (10.71). CIRAX return over 5 years is better than : 54.24 vs. CBFAX (27.34).
| 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 | 15.867 | 18.268 | 87% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4B | 122B | 25% |
| Annual Yield % from dividends | 1.97 | 2.89 | 68% |
| Returns for 1 year | 10.71 | 14.35 | 75% |
| Returns for 3 years | 37.46 | 41.17 | 91% |
| Returns for 5 years | 27.34 | 54.24 | 50% |
| Returns for 10 years | 70.82 | 96.94 | 73% |
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