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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$41.16
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr R3
Price$79.30
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFAX vs RIRCX Comparison Chart in %
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CBFAX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 119B vs. CBFAX (29.8B). RIRCX pays higher dividends than CBFAX: RIRCX (2.61) vs CBFAX (1.99). CBFAX was incepted earlier than RIRCX: CBFAX (15 years) vs RIRCX (23 years). RIRCX (0.91) is less costly to investors than CBFAX (0.84). CBFAX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). CBFAX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 10.41 vs. CBFAX (6.62). RIRCX return over 5 years is better than : 50.59 vs. CBFAX (29.55).
| CBFAX | RIRCX | CBFAX / RIRCX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.84 | 0.91 | 92% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.312 | 16.781 | 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 | 2.61 | 76% |
| Returns for 1 year | 6.62 | 10.41 | 64% |
| Returns for 3 years | 44.29 | 46.32 | 96% |
| Returns for 5 years | 29.55 | 50.59 | 58% |
| Returns for 10 years | 65.68 | 58.17 | 113% |
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