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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$41.30
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets30.51B
American Funds Capital Income Bldr 529E
Price$79.67
Change+$0.38 (+0.48%)
VolumeN/A
Net Assets120.79B
CBFAX vs CIREX Comparison Chart in %
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CBFAX vs. CIREX commentary
Feb 04, 2026
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: 121B vs. CBFAX (30.5B). CIREX pays higher dividends than CBFAX: CIREX (2.56) vs CBFAX (2.23). CBFAX was incepted earlier than CIREX: CBFAX (15 years) vs CIREX (24 years). CIREX (0.84) and CBFAX (0.83) have similar cost to investors . CBFAX (50.00) and CIREX (50.00) have comparable annual turnover. CBFAX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 15.89 vs. CBFAX (12.50). CIREX return over 5 years is better than : 44.80 vs. CBFAX (18.95).
| CBFAX | CIREX | CBFAX / CIREX | |
| Total Expense Ratio | 0.83 | 0.84 | 99% |
| Annual Report Gross Expense Ratio | 0.83 | 0.84 | 99% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.558 | 3.548 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 121B | 25% |
| Annual Yield % from dividends | 2.23 | 2.56 | 87% |
| Returns for 1 year | 12.50 | 15.89 | 79% |
| Returns for 3 years | 29.01 | 34.15 | 85% |
| Returns for 5 years | 18.95 | 44.80 | 42% |
| Returns for 10 years | 81.34 | 99.96 | 81% |
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