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CBFAX vs RIREX
CBFAX vs RIREX Comparison
Open Charts CBFAX vs RIREX
American Funds Global Balanced 529A
Price$41.16
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr R4
Price$79.25
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFAX vs RIREX Comparison Chart in %
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CBFAX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. CBFAX (29.8B). RIREX pays higher dividends than CBFAX: RIREX (2.89) vs CBFAX (1.99). CBFAX was incepted earlier than RIREX: CBFAX (15 years) vs RIREX (23 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 : 10.74 vs. CBFAX (6.62). RIREX return over 5 years is better than : 52.42 vs. CBFAX (29.55).
| 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 | 23 years | - |
| Gain YTD | 14.312 | 17.064 | 84% |
| 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 | 2.89 | 69% |
| Returns for 1 year | 6.62 | 10.74 | 62% |
| Returns for 3 years | 44.29 | 47.56 | 93% |
| Returns for 5 years | 29.55 | 52.42 | 56% |
| Returns for 10 years | 65.68 | 60.42 | 109% |
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