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CBFEX vs CIREX
CBFEX vs CIREX Comparison
Open Charts CBFEX vs CIREX
American Funds Global Balanced 529E
Price$40.76
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.26B
American Funds Capital Income Bldr 529E
Price$78.78
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
CBFEX vs CIREX Comparison Chart in %
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CBFEX vs. CIREX commentary
Sep 27, 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 Buy and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. CBFEX (29.3B). CIREX pays higher dividends than CBFEX: CIREX (2.69) vs CBFEX (1.78). 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 : 9.96 vs. CBFEX (4.12). CIREX return over 5 years is better than : 58.67 vs. CBFEX (30.40).
| 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 | 13.060 | 16.091 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 118B | 25% |
| Annual Yield % from dividends | 1.78 | 2.69 | 66% |
| Returns for 1 year | 4.12 | 9.96 | 41% |
| Returns for 3 years | 44.50 | 49.49 | 90% |
| Returns for 5 years | 30.40 | 58.67 | 52% |
| Returns for 10 years | 69.48 | 98.23 | 71% |
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