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AAAVX vs CAIBX
AAAVX vs CAIBX Comparison
Open Charts AAAVX vs CAIBX
AAAVX vs CAIBX Comparison Chart in %
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AAAVX vs. CAIBX commentary
Jul 17, 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 AAAVX is a Hold and CAIBX is a Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 128B vs. AAAVX (4.76B). AAAVX pays higher dividends than CAIBX: AAAVX (7.01) vs CAIBX (2.75). AAAVX was incepted earlier than CAIBX: AAAVX (12 years) vs CAIBX (39 years). AAAVX (0.90) is less costly to investors than CAIBX (0.58). AAAVX is a more actively managed with annual turnover of: 94.00 vs. CAIBX (50.00). AAAVX has a lower initial minimum investment than CAIBX: AAAVX (0) vs CAIBX (250). AAAVX annual gain was more profitable for investors over the last year : 16.22 vs. CAIBX (11.64). CAIBX return over 5 years is better than : 39.71 vs. AAAVX (30.25).
| AAAVX | CAIBX | AAAVX / CAIBX | |
| Total Expense Ratio | 0.89 | 0.58 | 153% |
| Annual Report Gross Expense Ratio | 0.90 | 0.58 | 155% |
| Fund Existence | 12 years | 39 years | - |
| Gain YTD | 9.940 | 9.338 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 128B | 4% |
| Annual Yield % from dividends | 7.01 | 2.75 | 255% |
| Returns for 1 year | 16.22 | 11.64 | 139% |
| Returns for 3 years | 34.60 | 40.62 | 85% |
| Returns for 5 years | 30.25 | 39.71 | 76% |
| Returns for 10 years | 97.16 | 66.42 | 146% |
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