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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$39.84
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFAX vs CIREX Comparison Chart in %
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CBFAX vs. CIREX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. CBFAX (28.1B). CIREX pays higher dividends than CBFAX: CIREX (2.75) vs CBFAX (2.03). CBFAX was incepted earlier than CIREX: CBFAX (14 years) vs CIREX (23 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 : 15.44 vs. CBFAX (7.72). CIREX return over 5 years is better than : 54.30 vs. CBFAX (29.37).
| CBFAX | CIREX | CBFAX / CIREX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.85 | 99% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.115 | 12.928 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.03 | 2.75 | 74% |
| Returns for 1 year | 7.72 | 15.44 | 50% |
| Returns for 3 years | 30.79 | 34.36 | 90% |
| Returns for 5 years | 29.37 | 54.30 | 54% |
| Returns for 10 years | 58.63 | 79.69 | 74% |
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