Interact to see
Advertisement
Advertisement
CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$42.09
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets30.33B
American Funds Capital Income Bldr 529E
Price$80.74
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.96B
CBFAX vs CIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFAX vs. CIREX commentary
Nov 14, 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: 121B vs. CBFAX (30.3B). CIREX pays higher dividends than CBFAX: CIREX (2.67) vs CBFAX (1.97). 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 : 14.71 vs. CBFAX (11.26). CIREX return over 5 years is better than : 53.71 vs. CBFAX (28.47).
| 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 | 16.895 | 18.979 | 89% |
| 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 | 1.97 | 2.67 | 74% |
| Returns for 1 year | 11.26 | 14.71 | 77% |
| Returns for 3 years | 38.03 | 40.61 | 94% |
| Returns for 5 years | 28.47 | 53.71 | 53% |
| Returns for 10 years | 73.76 | 96.24 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MMU | 10.41 | 0.05 | +0.48% |
| Western Asset Managed Municipals Fund | |||
| SSO | 116.97 | 0.12 | +0.10% |
| ProShares Ultra S&P500 | |||
| AFSC | 30.12 | N/A | N/A |
| abrdn Focused U.S. Small Cap Active ETF | |||
| EGUS | 53.63 | -0.10 | -0.18% |
| iShares ESG Aware MSCI USA Growth ETF | |||
| PGJ | 31.20 | -0.49 | -1.54% |
| Invesco Golden Dragon China ETF | |||