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CBFEX vs RIRCX
CBFEX vs RIRCX Comparison
Open Charts CBFEX vs RIRCX
American Funds Global Balanced 529E
Price$39.07
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R3
Price$75.23
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
CBFEX vs RIRCX Comparison Chart
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CBFEX vs. RIRCX commentary
Jun 16, 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: 114B vs. CBFEX (27.3B). RIRCX pays higher dividends than CBFEX: RIRCX (2.74) vs CBFEX (1.66). 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 : 13.55 vs. CBFEX (5.25). RIRCX return over 5 years is better than : 46.72 vs. CBFEX (27.18).
| 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 | 7.159 | 10.233 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 114B | 24% |
| Annual Yield % from dividends | 1.66 | 2.74 | 60% |
| Returns for 1 year | 5.25 | 13.55 | 39% |
| Returns for 3 years | 28.11 | 31.29 | 90% |
| Returns for 5 years | 27.18 | 46.72 | 58% |
| Returns for 10 years | 48.49 | 44.10 | 110% |