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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$40.39
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr R4
Price$77.19
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
CBFAX vs RIREX Comparison Chart in %
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CBFAX vs. RIREX 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 RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. CBFAX (30.3B). RIREX pays higher dividends than CBFAX: RIREX (2.81) vs CBFAX (1.94). CBFAX was incepted earlier than RIREX: CBFAX (15 years) vs RIREX (24 years). CBFAX (0.84) is less costly to investors than RIREX (0.62). CBFAX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). CBFAX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 13.16 vs. CBFAX (10.88). RIREX return over 5 years is better than : 40.32 vs. CBFAX (18.86).
| CBFAX | RIREX | CBFAX / RIREX | |
| Total Expense Ratio | 0.84 | 0.62 | 135% |
| Annual Report Gross Expense Ratio | 0.84 | 0.62 | 135% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 12.090 | 13.932 | 87% |
| 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 | 2.81 | 69% |
| Returns for 1 year | 10.88 | 13.16 | 83% |
| Returns for 3 years | 31.01 | 33.17 | 93% |
| Returns for 5 years | 18.86 | 40.32 | 47% |
| Returns for 10 years | 68.95 | 60.16 | 115% |
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