AAAPX
Price
$13.55
Change
-$0.14 (-1.02%)
Updated
Sep 11 closing price
Net Assets
4.77B
CAIBX
Price
$83.33
Change
+$0.03 (+0.04%)
Updated
Sep 11 closing price
Net Assets
130.57B
Interact to see
Advertisement

AAAPX vs CAIBX

AAAPX vs CAIBX Comparison Chart in %
View a ticker or compare two or three
VS
AAAPX vs. CAIBX commentary
Sep 13, 2026

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 AAAPX is a Hold and CAIBX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 131B vs. AAAPX (4.77B). AAAPX pays higher dividends than CAIBX: AAAPX (3.87) vs CAIBX (2.68). AAAPX was incepted earlier than CAIBX: AAAPX (19 years) vs CAIBX (39 years). AAAPX (2.01) is less costly to investors than CAIBX (0.58). AAAPX is a more actively managed with annual turnover of: 94.00 vs. CAIBX (50.00). CAIBX has a lower initial minimum investment than AAAPX: CAIBX (250) vs AAAPX (1000). AAAPX annual gain was more profitable for investors over the last year : 12.27 vs. CAIBX (7.63). CAIBX return over 5 years is better than : 39.08 vs. AAAPX (22.46).
AAAPXCAIBXAAAPX / CAIBX
Total Expense Ratio1.900.58328%
Annual Report Gross Expense Ratio2.010.58347%
Fund Existence19 years39 years-
Gain YTD9.4389.65498%
Front LoadN/A6%-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets4.77B131B4%
Annual Yield % from dividends3.872.68145%
Returns for 1 year12.277.63161%
Returns for 3 years33.4644.4175%
Returns for 5 years22.4639.0857%
Returns for 10 years84.7970.24121%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APHDX20.640.16
+0.78%
Artisan Global Discovery Institutional
JLCAX23.67N/A
N/A
JPMorgan US Large Cap Core Plus A
FAGOX228.69N/A
N/A
Fidelity Advisor Growth Opps M
WPASX46.81N/A
N/A
AB Concentrated Growth A
JACEX19.30N/A
N/A
JHancock Mid Cap Growth R6