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CBFEX vs RIRAX
CBFEX vs RIRAX Comparison
Open Charts CBFEX vs RIRAX
American Funds Global Balanced 529E
Price$41.13
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
American Funds Capital Income Bldr R1
Price$79.40
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
CBFEX vs RIRAX Comparison Chart in %
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CBFEX vs. RIRAX 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 119B vs. CBFEX (29.8B). RIRAX pays higher dividends than CBFEX: RIRAX (2.20) vs CBFEX (1.77). CBFEX was incepted earlier than RIRAX: CBFEX (15 years) vs RIRAX (23 years). RIRAX (1.36) is less costly to investors than CBFEX (1.06). CBFEX is a more actively managed with annual turnover of: 114.00 vs. RIRAX (56.00). CBFEX (250) and RIRAX (250) have matching initial minimum investment requirements. RIRAX annual gain was more profitable for investors over the last year : 9.94 vs. CBFEX (6.37). RIRAX return over 5 years is better than : 47.93 vs. CBFEX (28.09).
| CBFEX | RIRAX | CBFEX / RIRAX | |
| Total Expense Ratio | 1.06 | 1.36 | 78% |
| Annual Report Gross Expense Ratio | 1.06 | 1.36 | 78% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.086 | 16.377 | 86% |
| 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 | 2.20 | 80% |
| Returns for 1 year | 6.37 | 9.94 | 64% |
| Returns for 3 years | 43.29 | 44.51 | 97% |
| Returns for 5 years | 28.09 | 47.93 | 59% |
| Returns for 10 years | 62.02 | 54.90 | 113% |
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