Interact to see
Advertisement
Advertisement
CBFEX vs RIRCX
CBFEX vs RIRCX Comparison
Open Charts CBFEX vs RIRCX
American Funds Global Balanced 529E
Price$40.76
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.26B
American Funds Capital Income Bldr R3
Price$78.79
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
CBFEX vs RIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBFEX vs. RIRCX 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. CBFEX (29.3B). RIRCX pays higher dividends than CBFEX: RIRCX (2.63) vs CBFEX (1.78). CBFEX was incepted earlier than RIRCX: CBFEX (15 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 : 9.89 vs. CBFEX (4.12). RIRCX return over 5 years is better than : 53.55 vs. CBFEX (30.40).
| CBFEX | RIRCX | CBFEX / RIRCX | |
| Total Expense Ratio | 1.06 | 0.91 | 116% |
| Annual Report Gross Expense Ratio | 1.06 | 0.91 | 116% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.060 | 16.030 | 81% |
| 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 | 2.63 | 68% |
| Returns for 1 year | 4.12 | 9.89 | 42% |
| Returns for 3 years | 44.50 | 47.72 | 93% |
| Returns for 5 years | 30.40 | 53.55 | 57% |
| Returns for 10 years | 69.48 | 67.72 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers