CBFEX
Price
$39.81
Change
+$0.15 (+0.38%)
Updated
Jul 3 closing price
Net Assets
28.13B
RIREX
Price
$76.99
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
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CBFEX vs RIREX

Header iconCBFEX vs RIREX Comparison
Open Charts CBFEX vs RIREXBanner chart's image
American Funds Global Balanced 529E
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFEX vs RIREX Comparison Chart in %
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CBFEX vs. RIREX 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 RIREX is a Buy.

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FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. CBFEX (28.1B). RIREX pays higher dividends than CBFEX: RIREX (2.97) vs CBFEX (1.81). CBFEX was incepted earlier than RIREX: CBFEX (14 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 : 15.71 vs. CBFEX (7.45). RIREX return over 5 years is better than : 50.20 vs. CBFEX (27.93).
CBFEXRIREXCBFEX / RIREX
Total Expense Ratio1.060.62171%
Annual Report Gross Expense Ratio1.060.62171%
Fund Existence14 years23 years-
Gain YTD9.96413.07176%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.1B116B24%
Annual Yield % from dividends1.812.9761%
Returns for 1 year7.4515.7147%
Returns for 3 years29.9233.2290%
Returns for 5 years27.9350.2056%
Returns for 10 years55.0552.98104%
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