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CBFEX vs RIRBX
CBFEX vs RIRBX Comparison
Open Charts CBFEX vs RIRBX
American Funds Global Balanced 529E
Price$40.34
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets30.29B
American Funds Capital Income Bldr R2
Price$77.25
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
CBFEX vs RIRBX Comparison Chart in %
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CBFEX vs. RIRBX 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 RIRBX is a Hold.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 121B vs. CBFEX (30.3B). RIRBX pays higher dividends than CBFEX: RIRBX (2.15) vs CBFEX (1.73). CBFEX was incepted earlier than RIRBX: CBFEX (15 years) vs RIRBX (24 years). RIRBX (1.36) is less costly to investors than CBFEX (1.06). CBFEX is a more actively managed with annual turnover of: 114.00 vs. RIRBX (56.00). CBFEX (250) and RIRBX (250) have matching initial minimum investment requirements. RIRBX annual gain was more profitable for investors over the last year : 12.54 vs. CBFEX (10.72). RIRBX return over 5 years is better than : 36.25 vs. CBFEX (17.57).
| CBFEX | RIRBX | CBFEX / RIRBX | |
| Total Expense Ratio | 1.06 | 1.36 | 78% |
| Annual Report Gross Expense Ratio | 1.06 | 1.36 | 78% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 11.895 | 13.325 | 89% |
| 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 | 2.15 | 80% |
| Returns for 1 year | 10.72 | 12.54 | 85% |
| Returns for 3 years | 30.19 | 30.49 | 99% |
| Returns for 5 years | 17.57 | 36.25 | 48% |
| Returns for 10 years | 65.30 | 54.57 | 120% |
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