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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$40.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr 529E
Price$78.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFAX vs CIREX Comparison Chart in %
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CBFAX vs. CIREX 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 CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. CBFAX (28.8B). CIREX pays higher dividends than CBFAX: CIREX (2.76) vs CBFAX (2.02). CBFAX was incepted earlier than CIREX: CBFAX (15 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 : 12.27 vs. CBFAX (6.99). CIREX return over 5 years is better than : 52.22 vs. CBFAX (27.20).
| 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 | 23 years | - |
| Gain YTD | 11.745 | 14.379 | 82% |
| Front Load | 4% | N/A | - |
| 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 | 2.76 | 73% |
| Returns for 1 year | 6.99 | 12.27 | 57% |
| Returns for 3 years | 26.27 | 30.77 | 85% |
| Returns for 5 years | 27.20 | 52.22 | 52% |
| Returns for 10 years | 59.38 | 80.43 | 74% |
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