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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$41.97
Change+$0.09 (+0.21%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr 529E
Price$80.91
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
CBFAX vs CIREX Comparison Chart in %
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CBFAX vs. CIREX commentary
Dec 04, 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 CIREX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. CBFAX (30.3B). CIREX pays higher dividends than CBFAX: CIREX (2.60) vs CBFAX (1.94). CBFAX was incepted earlier than CIREX: CBFAX (15 years) vs CIREX (24 years). CIREX (0.85) and CBFAX (0.84) have similar cost to investors . CBFAX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CBFAX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 13.36 vs. CBFAX (9.75). CIREX return over 5 years is better than : 49.22 vs. CBFAX (23.76).
| CBFAX | CIREX | CBFAX / CIREX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.85 | 99% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 16.228 | 18.743 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 121B | 25% |
| Annual Yield % from dividends | 1.94 | 2.60 | 75% |
| Returns for 1 year | 9.75 | 13.36 | 73% |
| Returns for 3 years | 32.91 | 35.65 | 92% |
| Returns for 5 years | 23.76 | 49.22 | 48% |
| Returns for 10 years | 70.53 | 92.76 | 76% |
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