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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$40.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr R3
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFAX vs RIRCX Comparison Chart in %
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CBFAX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. CBFAX (28.8B). RIRCX pays higher dividends than CBFAX: RIRCX (2.70) vs CBFAX (2.02). 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 : 12.21 vs. CBFAX (6.99). RIRCX return over 5 years is better than : 46.48 vs. CBFAX (27.20).
| 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 | 11.745 | 14.336 | 82% |
| 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 | 2.70 | 75% |
| Returns for 1 year | 6.99 | 12.21 | 57% |
| Returns for 3 years | 26.27 | 28.65 | 92% |
| Returns for 5 years | 27.20 | 46.48 | 59% |
| Returns for 10 years | 59.38 | 51.51 | 115% |
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