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CBFEX vs RIRCX
CBFEX vs RIRCX Comparison
Open Charts CBFEX vs RIRCX
American Funds Global Balanced 529E
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFEX vs RIRCX Comparison Chart in %
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CBFEX vs. RIRCX commentary
Jul 07, 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 StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. CBFEX (28.1B). RIRCX pays higher dividends than CBFEX: RIRCX (2.69) vs CBFEX (1.81). CBFEX was incepted earlier than RIRCX: CBFEX (14 years) vs RIRCX (23 years). CBFEX (1.06) is less costly to investors than RIRCX (0.91). CBFEX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). CBFEX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 15.38 vs. CBFEX (7.45). RIRCX return over 5 years is better than : 48.50 vs. CBFEX (27.93).
| CBFEX | RIRCX | CBFEX / RIRCX | |
| Total Expense Ratio | 1.06 | 0.91 | 116% |
| Annual Report Gross Expense Ratio | 1.06 | 0.91 | 116% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.964 | 12.900 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 1.81 | 2.69 | 67% |
| Returns for 1 year | 7.45 | 15.38 | 48% |
| Returns for 3 years | 29.92 | 32.20 | 93% |
| Returns for 5 years | 27.93 | 48.50 | 58% |
| Returns for 10 years | 55.05 | 50.94 | 108% |
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