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CBFEX vs RIRBX
CBFEX vs RIRBX Comparison
Open Charts CBFEX vs RIRBX
American Funds Global Balanced 529E
Price$40.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
American Funds Capital Income Bldr R2
Price$78.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
CBFEX vs RIRBX Comparison Chart in %
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CBFEX vs. RIRBX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. CBFEX (28.8B). RIRBX pays higher dividends than CBFEX: RIRBX (2.28) vs CBFEX (1.81). CBFEX was incepted earlier than RIRBX: CBFEX (15 years) vs RIRBX (23 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 : 11.70 vs. CBFEX (6.75). RIRBX return over 5 years is better than : 43.98 vs. CBFEX (25.75).
| 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 | 23 years | - |
| Gain YTD | 11.566 | 14.023 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 118B | 24% |
| Annual Yield % from dividends | 1.81 | 2.28 | 79% |
| Returns for 1 year | 6.75 | 11.70 | 58% |
| Returns for 3 years | 25.43 | 27.16 | 94% |
| Returns for 5 years | 25.75 | 43.98 | 59% |
| Returns for 10 years | 55.80 | 48.45 | 115% |
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