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CBFEX vs RIREX
CBFEX vs RIREX Comparison
Open Charts CBFEX vs RIREX
American Funds Global Balanced 529E
Price$39.07
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
CBFEX vs RIREX Comparison Chart
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CBFEX vs. RIREX 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. CBFEX (27.3B). RIREX pays higher dividends than CBFEX: RIREX (3.02) vs CBFEX (1.66). 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 : 13.89 vs. CBFEX (5.25). RIREX return over 5 years is better than : 48.32 vs. CBFEX (27.18).
| CBFEX | RIREX | CBFEX / RIREX | |
| Total Expense Ratio | 1.06 | 0.62 | 171% |
| Annual Report Gross Expense Ratio | 1.06 | 0.62 | 171% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.159 | 10.384 | 69% |
| 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 | 3.02 | 55% |
| Returns for 1 year | 5.25 | 13.89 | 38% |
| Returns for 3 years | 28.11 | 32.31 | 87% |
| Returns for 5 years | 27.18 | 48.32 | 56% |
| Returns for 10 years | 48.49 | 45.96 | 106% |
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