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CBFCX vs RIRCX
CBFCX vs RIRCX Comparison
Open Charts CBFCX vs RIRCX
American Funds Global Balanced 529C
Price$39.75
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFCX vs RIRCX Comparison Chart in %
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CBFCX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. CBFCX (28.1B). RIRCX pays higher dividends than CBFCX: RIRCX (2.69) vs CBFCX (1.31). CBFCX was incepted earlier than RIRCX: CBFCX (14 years) vs RIRCX (23 years). CBFCX (1.59) is less costly to investors than RIRCX (0.91). CBFCX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). CBFCX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 15.38 vs. CBFCX (6.88). RIRCX return over 5 years is better than : 48.50 vs. CBFCX (24.53).
| CBFCX | RIRCX | CBFCX / RIRCX | |
| Total Expense Ratio | 1.59 | 0.91 | 175% |
| Annual Report Gross Expense Ratio | 1.59 | 0.91 | 175% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.665 | 12.900 | 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 | 2.69 | 49% |
| Returns for 1 year | 6.88 | 15.38 | 45% |
| Returns for 3 years | 27.84 | 32.20 | 86% |
| Returns for 5 years | 24.53 | 48.50 | 51% |
| Returns for 10 years | 46.86 | 50.94 | 92% |
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