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CBFCX vs CIREX
CBFCX vs CIREX Comparison
Open Charts CBFCX vs CIREX
American Funds Global Balanced 529C
Price$39.75
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFCX vs CIREX Comparison Chart in %
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CBFCX vs. CIREX commentary
Jul 07, 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 StrongBuy and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. CBFCX (28.1B). CIREX pays higher dividends than CBFCX: CIREX (2.75) vs CBFCX (1.31). CBFCX was incepted earlier than CIREX: CBFCX (14 years) vs CIREX (23 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 : 15.44 vs. CBFCX (6.88). CIREX return over 5 years is better than : 54.30 vs. CBFCX (24.53).
| CBFCX | CIREX | CBFCX / CIREX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.85 | 187% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.665 | 12.928 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 1.31 | 2.75 | 48% |
| Returns for 1 year | 6.88 | 15.44 | 45% |
| Returns for 3 years | 27.84 | 34.36 | 81% |
| Returns for 5 years | 24.53 | 54.30 | 45% |
| Returns for 10 years | 46.86 | 79.69 | 59% |
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