AAAZX
Price
$13.88
Change
+$0.08 (+0.58%)
Updated
Jun 2 closing price
Net Assets
4.8B
CAIBX
Price
$82.39
Change
+$0.47 (+0.57%)
Updated
Jun 2 closing price
Net Assets
126.77B
Interact to see
Advertisement

AAAZX vs CAIBX

Header iconAAAZX vs CAIBX Comparison
Open Charts AAAZX vs CAIBXBanner chart's image
AAAZX vs CAIBX Comparison Chart in %
View a ticker or compare two or three
VS
AAAZX vs. CAIBX commentary
Jun 04, 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 AAAZX is a StrongBuy and CAIBX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 127B vs. AAAZX (4.8B). AAAZX pays higher dividends than CAIBX: AAAZX (3.74) vs CAIBX (2.73). AAAZX was incepted earlier than CAIBX: AAAZX (19 years) vs CAIBX (39 years). AAAZX (1.00) is less costly to investors than CAIBX (0.58). AAAZX is a more actively managed with annual turnover of: 73.00 vs. CAIBX (50.00). CAIBX has a lower initial minimum investment than AAAZX: CAIBX (250) vs AAAZX (1000000). AAAZX annual gain was more profitable for investors over the last year : 16.16 vs. CAIBX (12.61). CAIBX return over 5 years is better than : 35.94 vs. AAAZX (29.03).
AAAZXCAIBXAAAZX / CAIBX
Total Expense Ratio0.900.58155%
Annual Report Gross Expense Ratio1.000.58172%
Fund Existence19 years39 years-
Gain YTD10.1367.170141%
Front LoadN/A6%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.8B127B4%
Annual Yield % from dividends3.742.73137%
Returns for 1 year16.1612.61128%
Returns for 3 years38.4941.6193%
Returns for 5 years29.0335.9481%
Returns for 10 years104.6566.32158%
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 %
TASVX21.70N/A
N/A
PGIM Quant Solutions Small-Cap Val Z
SCSCX76.34N/A
N/A
Touchstone Large Cap Focused C
FACGX190.11N/A
N/A
Fidelity Advisor Growth Opps C
GTCEX25.10N/A
N/A
Glenmede Strategic Equity
KLCAX16.70N/A
N/A
Federated Hermes Kaufmann Large Cap A