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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$40.39
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr R3
Price$77.26
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
CBFAX vs RIRCX Comparison Chart in %
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CBFAX vs. RIRCX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 121B vs. CBFAX (30.3B). RIRCX pays higher dividends than CBFAX: RIRCX (2.55) vs CBFAX (1.94). CBFAX was incepted earlier than RIRCX: CBFAX (15 years) vs RIRCX (24 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 : 12.92 vs. CBFAX (10.88). RIRCX return over 5 years is better than : 38.69 vs. CBFAX (18.86).
| 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 | 24 years | - |
| Gain YTD | 12.090 | 13.689 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 121B | 25% |
| Annual Yield % from dividends | 1.94 | 2.55 | 76% |
| Returns for 1 year | 10.88 | 12.92 | 84% |
| Returns for 3 years | 31.01 | 32.09 | 97% |
| Returns for 5 years | 18.86 | 38.69 | 49% |
| Returns for 10 years | 68.95 | 57.91 | 119% |
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