CBFAX
Price
$39.84
Change
+$0.15 (+0.38%)
Updated
Jul 3 closing price
Net Assets
28.13B
RIRBX
Price
$77.09
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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CBFAX vs RIRBX

Header iconCBFAX vs RIRBX Comparison
Open Charts CBFAX vs RIRBXBanner 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 R2
Price$77.09
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFAX vs RIRBX Comparison Chart in %
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CBFAX vs. RIRBX 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 RIRBX is a Buy.

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FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 116B vs. CBFAX (28.1B). RIRBX pays higher dividends than CBFAX: RIRBX (2.28) vs CBFAX (2.03). CBFAX was incepted earlier than RIRBX: CBFAX (14 years) vs RIRBX (23 years). RIRBX (1.36) is less costly to investors than CBFAX (0.84). CBFAX is a more actively managed with annual turnover of: 114.00 vs. RIRBX (56.00). CBFAX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 14.86 vs. CBFAX (7.72). RIRBX return over 5 years is better than : 45.96 vs. CBFAX (29.37).
CBFAXRIRBXCBFAX / RIRBX
Total Expense Ratio0.841.3662%
Annual Report Gross Expense Ratio0.841.3662%
Fund Existence14 years23 years-
Gain YTD10.11512.64980%
Front Load4%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.1B116B24%
Annual Yield % from dividends2.032.2889%
Returns for 1 year7.7214.8652%
Returns for 3 years30.7930.66100%
Returns for 5 years29.3745.9664%
Returns for 10 years58.6347.88122%
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