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CBFAX vs RIRBX
CBFAX vs RIRBX Comparison
Open Charts CBFAX vs RIRBX
American Funds Global Balanced 529A
Price$39.11
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
CBFAX vs RIRBX Comparison Chart
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CBFAX vs. RIRBX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. CBFAX (27.3B). RIRBX pays higher dividends than CBFAX: RIRBX (2.33) vs CBFAX (1.88). 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 : 13.05 vs. CBFAX (5.49). RIRBX return over 5 years is better than : 44.33 vs. CBFAX (28.63).
| CBFAX | RIRBX | CBFAX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.84 | 1.36 | 62% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.276 | 10.019 | 73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.88 | 2.33 | 81% |
| Returns for 1 year | 5.49 | 13.05 | 42% |
| Returns for 3 years | 29.01 | 29.77 | 97% |
| Returns for 5 years | 28.63 | 44.33 | 65% |
| Returns for 10 years | 51.87 | 41.34 | 125% |
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