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CBFFX vs RIRCX
CBFFX vs RIRCX Comparison
Open Charts CBFFX vs RIRCX
American Funds Global Balanced 529F1
Price$39.83
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CBFFX vs RIRCX Comparison Chart in %
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CBFFX vs. RIRCX 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 CBFFX is a StrongBuy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. CBFFX (28.1B). RIRCX pays higher dividends than CBFFX: RIRCX (2.69) vs CBFFX (2.19). CBFFX was incepted earlier than RIRCX: CBFFX (14 years) vs RIRCX (23 years). CBFFX (0.91) and RIRCX (0.91) have similar cost to investors . CBFFX is a more actively managed with annual turnover of: 114.00 vs. RIRCX (56.00). CBFFX (250) and RIRCX (250) have matching initial minimum investment requirements. RIRCX annual gain was more profitable for investors over the last year : 15.38 vs. CBFFX (7.88). RIRCX return over 5 years is better than : 48.50 vs. CBFFX (30.54).
| CBFFX | RIRCX | CBFFX / RIRCX | |
| Total Expense Ratio | 0.91 | 0.91 | 100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.91 | 100% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.180 | 12.900 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 116B | 24% |
| Annual Yield % from dividends | 2.19 | 2.69 | 81% |
| Returns for 1 year | 7.88 | 15.38 | 51% |
| Returns for 3 years | 31.41 | 32.20 | 98% |
| Returns for 5 years | 30.54 | 48.50 | 63% |
| Returns for 10 years | 61.76 | 50.94 | 121% |
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