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CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$40.34
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr 529E
Price$77.19
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
CBFEX vs CIREX Comparison Chart in %
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CBFEX vs. CIREX commentary
Dec 26, 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 CBFEX is a Hold and CIREX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. CBFEX (30.3B). CIREX pays higher dividends than CBFEX: CIREX (2.60) vs CBFEX (1.73). CBFEX was incepted earlier than CIREX: CBFEX (15 years) vs CIREX (24 years). CBFEX (1.06) is less costly to investors than CIREX (0.85). CBFEX is a more actively managed with annual turnover of: 114.00 vs. CIREX (56.00). CBFEX (250) and CIREX (250) have matching initial minimum investment requirements. CIREX annual gain was more profitable for investors over the last year : 12.99 vs. CBFEX (10.72). CIREX return over 5 years is better than : 42.33 vs. CBFEX (17.57).
| CBFEX | CIREX | CBFEX / CIREX | |
| Total Expense Ratio | 1.06 | 0.85 | 125% |
| Annual Report Gross Expense Ratio | 1.06 | 0.85 | 125% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 11.895 | 13.748 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 121B | 25% |
| Annual Yield % from dividends | 1.73 | 2.60 | 66% |
| Returns for 1 year | 10.72 | 12.99 | 82% |
| Returns for 3 years | 30.19 | 32.33 | 93% |
| Returns for 5 years | 17.57 | 42.33 | 42% |
| Returns for 10 years | 65.30 | 85.20 | 77% |
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