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CBFCX vs CIRAX
CBFCX vs CIRAX Comparison
Open Charts CBFCX vs CIRAX
American Funds Global Balanced 529C
Price$41.06
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr 529A
Price$79.24
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFCX vs CIRAX Comparison Chart in %
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CBFCX vs. CIRAX 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 CBFCX is a Hold and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 119B vs. CBFCX (29.8B). CIRAX pays higher dividends than CBFCX: CIRAX (2.89) vs CBFCX (1.27). CBFCX was incepted earlier than CIRAX: CBFCX (15 years) vs CIRAX (24 years). CBFCX (1.59) is less costly to investors than CIRAX (0.62). CBFCX is a more actively managed with annual turnover of: 114.00 vs. CIRAX (56.00). CBFCX (250) and CIRAX (250) have matching initial minimum investment requirements. CIRAX annual gain was more profitable for investors over the last year : 10.75 vs. CBFCX (5.80). CIRAX return over 5 years is better than : 57.39 vs. CBFCX (24.70).
| CBFCX | CIRAX | CBFCX / CIRAX | |
| Total Expense Ratio | 1.59 | 0.62 | 256% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 13.594 | 17.057 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 1.27 | 2.89 | 44% |
| Returns for 1 year | 5.80 | 10.75 | 54% |
| Returns for 3 years | 41.02 | 49.10 | 84% |
| Returns for 5 years | 24.70 | 57.39 | 43% |
| Returns for 10 years | 53.43 | 91.18 | 59% |
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| QDIV | 34.45 | 0.28 | +0.83% |
| Global X S&P 500® Quality Dividend ETF | |||
| MODL | 46.30 | 0.28 | +0.60% |
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| AAM SLC Low Duration Income ETF | |||
| SCHI | 23.18 | -0.03 | -0.13% |
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| PFD | 11.82 | -0.06 | -0.51% |
| Flaherty & Crumrine Preferred and Income Fund | |||