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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$41.06
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFCX vs CIREX Comparison Chart in %
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CBFCX vs. CIREX 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 CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. CBFCX (29.8B). CIREX pays higher dividends than CBFCX: CIREX (2.67) vs CBFCX (1.27). CBFCX was incepted earlier than CIREX: CBFCX (15 years) vs CIREX (24 years). CBFCX (1.59) is less costly to investors than CIREX (0.85). CBFCX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CBFCX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 10.49 vs. CBFCX (5.80). CIREX return over 5 years is better than : 55.62 vs. CBFCX (24.70).
| CBFCX | CIREX | CBFCX / CIREX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.85 | 187% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 13.594 | 16.842 | 81% |
| Front Load | N/A | 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 | 1.27 | 2.67 | 47% |
| Returns for 1 year | 5.80 | 10.49 | 55% |
| Returns for 3 years | 41.02 | 48.07 | 85% |
| Returns for 5 years | 24.70 | 55.62 | 44% |
| Returns for 10 years | 53.43 | 86.95 | 61% |
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