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AAAQX vs CAIBX
AAAQX vs CAIBX Comparison
Open Charts AAAQX vs CAIBX
AAAQX vs CAIBX Comparison Chart in %
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AAAQX vs. CAIBX commentary
Jun 21, 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 AAAQX is a Hold and CAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 128B vs. AAAQX (4.73B). CAIBX pays higher dividends than AAAQX: CAIBX (2.73) vs AAAQX (2.17). AAAQX was incepted earlier than CAIBX: AAAQX (15 years) vs CAIBX (39 years). AAAQX (1.66) is less costly to investors than CAIBX (0.58). AAAQX is a more actively managed with annual turnover of: 73.00 vs. CAIBX (50.00). AAAQX has a lower initial minimum investment than CAIBX: AAAQX (0) vs CAIBX (250). AAAQX annual gain was more profitable for investors over the last year : 13.29 vs. CAIBX (12.26). CAIBX return over 5 years is better than : 38.49 vs. AAAQX (27.22).
| AAAQX | CAIBX | AAAQX / CAIBX | |
| Total Expense Ratio | 1.39 | 0.58 | 240% |
| Annual Report Gross Expense Ratio | 1.66 | 0.58 | 286% |
| Fund Existence | 15 years | 39 years | - |
| Gain YTD | 8.146 | 7.430 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 128B | 4% |
| Annual Yield % from dividends | 2.17 | 2.73 | 80% |
| Returns for 1 year | 13.29 | 12.26 | 108% |
| Returns for 3 years | 25.33 | 29.96 | 85% |
| Returns for 5 years | 27.22 | 38.49 | 71% |
| Returns for 10 years | 89.54 | 67.56 | 133% |
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