Interact to see
Advertisement
Advertisement
CBFCX vs RIRCX
CBFCX vs RIRCX Comparison
Open Charts CBFCX vs RIRCX
American Funds Global Balanced 529C
Price$40.49
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R3
Price$78.55
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets118.23B
CBFCX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFCX vs. RIRCX commentary
Sep 08, 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 Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. CBFCX (29B). RIRCX pays higher dividends than CBFCX: RIRCX (2.63) vs CBFCX (1.29). CBFCX was incepted earlier than RIRCX: CBFCX (15 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 : 11.54 vs. CBFCX (6.12). RIRCX return over 5 years is better than : 47.75 vs. CBFCX (22.42).
| CBFCX | RIRCX | CBFCX / RIRCX | |
| Total Expense Ratio | 1.59 | 0.91 | 175% |
| Annual Report Gross Expense Ratio | 1.59 | 0.91 | 175% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.706 | 15.098 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 118B | 25% |
| Annual Yield % from dividends | 1.29 | 2.63 | 49% |
| Returns for 1 year | 6.12 | 11.54 | 53% |
| Returns for 3 years | 32.54 | 37.20 | 87% |
| Returns for 5 years | 22.42 | 47.75 | 47% |
| Returns for 10 years | 54.63 | 59.79 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers