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CBFEX vs RIREX
CBFEX vs RIREX Comparison
Open Charts CBFEX vs RIREX
American Funds Global Balanced 529E
Price$40.76
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.26B
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.3B
CBFEX vs RIREX Comparison Chart in %
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CBFEX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. CBFEX (29.3B). RIREX pays higher dividends than CBFEX: RIREX (2.90) vs CBFEX (1.78). CBFEX was incepted earlier than RIREX: CBFEX (15 years) vs RIREX (23 years). CBFEX (1.06) is less costly to investors than RIREX (0.62). CBFEX is a more actively managed with annual turnover of: 114.00 vs. RIREX (56.00). CBFEX (250) and RIREX (250) have matching initial minimum investment requirements. RIREX annual gain was more profitable for investors over the last year : 10.21 vs. CBFEX (4.12). RIREX return over 5 years is better than : 55.39 vs. CBFEX (30.40).
| CBFEX | RIREX | CBFEX / RIREX | |
| Total Expense Ratio | 1.06 | 0.62 | 171% |
| Annual Report Gross Expense Ratio | 1.06 | 0.62 | 171% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.060 | 16.296 | 80% |
| 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 | 2.90 | 61% |
| Returns for 1 year | 4.12 | 10.21 | 40% |
| Returns for 3 years | 44.50 | 48.95 | 91% |
| Returns for 5 years | 30.40 | 55.39 | 55% |
| Returns for 10 years | 69.48 | 70.11 | 99% |
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