CBFAX
Price
$39.84
Change
+$0.15 (+0.38%)
Updated
Jul 3 closing price
Net Assets
28.13B
CIREX
Price
$77.03
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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CBFAX vs CIREX

Header iconCBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREXBanner chart's image
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.

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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).
CBFAXCIREXCBFAX / CIREX
Total Expense Ratio0.840.8599%
Annual Report Gross Expense Ratio0.840.8599%
Fund Existence14 years23 years-
Gain YTD10.11512.92878%
Front Load4%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.1B116B24%
Annual Yield % from dividends2.032.7574%
Returns for 1 year7.7215.4450%
Returns for 3 years30.7934.3690%
Returns for 5 years29.3754.3054%
Returns for 10 years58.6379.6974%
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