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AAAVX vs CAIBX
AAAVX vs CAIBX Comparison
Open Charts AAAVX vs CAIBX
DWS RREEF Real Assets R6
Price$12.21
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.2B
American Funds Capital Income Bldr A
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
AAAVX vs CAIBX Comparison Chart in %
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AAAVX vs. CAIBX commentary
Jul 06, 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 AAAVX is a Hold and CAIBX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 116B vs. AAAVX (4.2B). AAAVX pays higher dividends than CAIBX: AAAVX (4.64) vs CAIBX (3.00). AAAVX was incepted earlier than CAIBX: AAAVX (11 years) vs CAIBX (38 years). AAAVX (0.91) is less costly to investors than CAIBX (0.59). AAAVX is a more actively managed with annual turnover of: 68.00 vs. CAIBX (56.00). AAAVX has a lower initial minimum investment than CAIBX: AAAVX (0) vs CAIBX (250). CAIBX annual gain was more profitable for investors over the last year : 15.76 vs. AAAVX (11.65). CAIBX (50.34) and AAAVX (49.53) have equivalent 5 years return.
| AAAVX | CAIBX | AAAVX / CAIBX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 0.91 | 0.59 | 154% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | 8.303 | 13.087 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 116B | 4% |
| Annual Yield % from dividends | 4.64 | 3.00 | 155% |
| Returns for 1 year | 11.65 | 15.76 | 74% |
| Returns for 3 years | 12.92 | 33.32 | 39% |
| Returns for 5 years | 49.53 | 50.34 | 98% |
| Returns for 10 years | 75.55 | 53.18 | 142% |