Interact to see
Advertisement
Advertisement
CBFEX vs RIRBX
CBFEX vs RIRBX Comparison
Open Charts CBFEX vs RIRBX
American Funds Global Balanced 529E
Price$40.76
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.26B
American Funds Capital Income Bldr R2
Price$78.84
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
CBFEX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFEX vs. RIRBX 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 RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 118B vs. CBFEX (29.3B). RIRBX pays higher dividends than CBFEX: RIRBX (2.23) vs CBFEX (1.78). 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 : 9.40 vs. CBFEX (4.12). RIRBX return over 5 years is better than : 50.79 vs. CBFEX (30.40).
| 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 | 13.060 | 15.658 | 83% |
| 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 | 2.23 | 80% |
| Returns for 1 year | 4.12 | 9.40 | 44% |
| Returns for 3 years | 44.50 | 45.88 | 97% |
| Returns for 5 years | 30.40 | 50.79 | 60% |
| Returns for 10 years | 69.48 | 64.15 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers