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CBFAX vs CIREX
CBFAX vs CIREX Comparison
Open Charts CBFAX vs CIREX
American Funds Global Balanced 529A
Price$41.16
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFAX vs CIREX Comparison Chart in %
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CBFAX vs. CIREX commentary
Oct 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: 119B vs. CBFAX (29.8B). CIREX pays higher dividends than CBFAX: CIREX (2.67) vs CBFAX (1.99). 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 : 10.49 vs. CBFAX (6.62). CIREX return over 5 years is better than : 55.62 vs. CBFAX (29.55).
| 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 | 14.312 | 16.842 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 1.99 | 2.67 | 75% |
| Returns for 1 year | 6.62 | 10.49 | 63% |
| Returns for 3 years | 44.29 | 48.07 | 92% |
| Returns for 5 years | 29.55 | 55.62 | 53% |
| Returns for 10 years | 65.68 | 86.95 | 76% |
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