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CBFAX vs RIRBX
CBFAX vs RIRBX Comparison
Open Charts CBFAX vs RIRBX
American Funds Global Balanced 529A
Price$40.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr R2
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFAX vs RIRBX Comparison Chart in %
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CBFAX vs. RIRBX commentary
Aug 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. CBFAX (28.8B). RIRBX pays higher dividends than CBFAX: RIRBX (2.28) vs CBFAX (2.02). CBFAX was incepted earlier than RIRBX: CBFAX (15 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 : 11.70 vs. CBFAX (6.99). RIRBX return over 5 years is better than : 43.98 vs. CBFAX (27.20).
| CBFAX | RIRBX | CBFAX / RIRBX | |
| Total Expense Ratio | 0.84 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.84 | 1.36 | 62% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.745 | 14.023 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 2.02 | 2.28 | 89% |
| Returns for 1 year | 6.99 | 11.70 | 60% |
| Returns for 3 years | 26.27 | 27.16 | 97% |
| Returns for 5 years | 27.20 | 43.98 | 62% |
| Returns for 10 years | 59.38 | 48.45 | 123% |
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