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CBFCX vs RIREX
CBFCX vs RIREX Comparison
Open Charts CBFCX vs RIREX
American Funds Global Balanced 529C
Price$40.49
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets29.03B
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
CBFCX vs RIREX Comparison Chart in %
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CBFCX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. CBFCX (29B). RIREX pays higher dividends than CBFCX: RIREX (2.90) vs CBFCX (1.29). CBFCX was incepted earlier than RIREX: CBFCX (15 years) vs RIREX (23 years). CBFCX (1.59) is less costly to investors than RIREX (0.62). CBFCX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). CBFCX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 11.89 vs. CBFCX (6.12). RIREX return over 5 years is better than : 49.49 vs. CBFCX (22.42).
| CBFCX | RIREX | CBFCX / RIREX | |
| Total Expense Ratio | 1.59 | 0.62 | 256% |
| Annual Report Gross Expense Ratio | 1.59 | 0.62 | 256% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.706 | 15.348 | 76% |
| 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 | 2.90 | 44% |
| Returns for 1 year | 6.12 | 11.89 | 51% |
| Returns for 3 years | 32.54 | 38.28 | 85% |
| Returns for 5 years | 22.42 | 49.49 | 45% |
| Returns for 10 years | 54.63 | 61.97 | 88% |
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