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CBFAX vs RIRCX
CBFAX vs RIRCX Comparison
Open Charts CBFAX vs RIRCX
American Funds Global Balanced 529A
Price$41.72
Change-$0.37 (-0.88%)
VolumeN/A
Net Assets30.45B
American Funds Capital Income Bldr R3
Price$80.10
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
CBFAX vs RIRCX Comparison Chart in %
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CBFAX vs. RIRCX commentary
Nov 14, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 122B vs. CBFAX (30.4B). RIRCX pays higher dividends than CBFAX: RIRCX (2.61) vs CBFAX (1.97). 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 : 14.64 vs. CBFAX (10.71). RIRCX return over 5 years is better than : 48.75 vs. CBFAX (27.34).
| 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 | 15.867 | 18.902 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4B | 122B | 25% |
| Annual Yield % from dividends | 1.97 | 2.61 | 75% |
| Returns for 1 year | 10.71 | 14.64 | 73% |
| Returns for 3 years | 37.46 | 38.93 | 96% |
| Returns for 5 years | 27.34 | 48.75 | 56% |
| Returns for 10 years | 70.82 | 66.01 | 107% |
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