Interact to see
Advertisement
Advertisement
CBFAX vs RIRBX
CBFAX vs RIRBX Comparison
Open Charts CBFAX vs RIRBX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 10.115 | 12.649 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.03 | 2.28 | 89% |
| Returns for 1 year | 7.72 | 14.86 | 52% |
| Returns for 3 years | 30.79 | 30.66 | 100% |
| Returns for 5 years | 29.37 | 45.96 | 64% |
| Returns for 10 years | 58.63 | 47.88 | 122% |
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 % |
| SPEM | 43.19 | 0.19 | +0.44% |
| SPDR® Portfolio Emerging Markets ETF | |||
| NBSM | 25.66 | 0.09 | +0.35% |
| Neuberger Berman Small-Mid Cap ETF | |||
| XJAN | 35.04 | 0.08 | +0.22% |
| FT Vest US Eq Enh & Mod Buf ETF-Jan | |||
| PAXS | 15.15 | 0.01 | +0.07% |
| PIMCO Access Income Fund | |||
| BCLO | 49.69 | -0.01 | -0.03% |
| iShares BBB-B CLO Active ETF | |||