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CAFRX vs FPBFX
CAFRX vs FPBFX Comparison
Open Charts CAFRX vs FPBFX
CAFRX vs FPBFX Comparison Chart in %
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CAFRX vs. FPBFX commentary
Jun 24, 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 CAFRX is a Buy and FPBFX is a Hold.
FUNDAMENTALS
Fundamentals
FPBFX has more cash in the bank: 1.25B vs. CAFRX (7.26M). CAFRX pays higher dividends than FPBFX: CAFRX (3.72) vs FPBFX (3.47). CAFRX was incepted earlier than FPBFX: CAFRX (15 years) vs FPBFX (40 years). CAFRX (3.76) is less costly to investors than FPBFX (0.98). FPBFX is a more actively managed with annual turnover of: 47.00 vs. CAFRX (1.00). FPBFX has a lower initial minimum investment than CAFRX: FPBFX (0) vs CAFRX (200). FPBFX annual gain was more profitable for investors over the last year : 55.64 vs. CAFRX (40.51). CAFRX return over 5 years is better than : 67.08 vs. FPBFX (29.54).
| CAFRX | FPBFX | CAFRX / FPBFX | |
| Total Expense Ratio | 1.75 | 0.98 | 179% |
| Annual Report Gross Expense Ratio | 3.76 | 0.98 | 384% |
| Fund Existence | 15 years | 40 years | - |
| Gain YTD | 5.699 | 33.428 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.26M | 1.25B | 1% |
| Annual Yield % from dividends | 3.72 | 3.47 | 107% |
| Returns for 1 year | 40.51 | 55.64 | 73% |
| Returns for 3 years | 94.30 | 93.05 | 101% |
| Returns for 5 years | 67.08 | 29.54 | 227% |
| Returns for 10 years | 104.07 | 121.79 | 85% |
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