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CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$41.13
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFEX vs CIREX Comparison Chart in %
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CBFEX vs. CIREX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. CBFEX (29.8B). CIREX pays higher dividends than CBFEX: CIREX (2.67) vs CBFEX (1.77). 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 : 10.49 vs. CBFEX (6.37). CIREX return over 5 years is better than : 55.62 vs. CBFEX (28.09).
| 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 | 14.086 | 16.842 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 119B | 25% |
| Annual Yield % from dividends | 1.77 | 2.67 | 66% |
| Returns for 1 year | 6.37 | 10.49 | 61% |
| Returns for 3 years | 43.29 | 48.07 | 90% |
| Returns for 5 years | 28.09 | 55.62 | 51% |
| Returns for 10 years | 62.02 | 86.95 | 71% |
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