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CAIBX vs FEGRX
CAIBX vs FEGRX Comparison
Open Charts CAIBX vs FEGRX
CAIBX vs FEGRX Comparison Chart in %
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CAIBX vs. FEGRX commentary
Aug 03, 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 CAIBX is a Hold and FEGRX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 128B vs. FEGRX (76B). FEGRX pays higher dividends than CAIBX: FEGRX (3.38) vs CAIBX (2.69). CAIBX was incepted earlier than FEGRX: CAIBX (39 years) vs FEGRX (9 years). FEGRX (0.78) is less costly to investors than CAIBX (0.58). CAIBX is a more actively managed with annual turnover of: 50.00 vs. FEGRX (15.99). FEGRX has a lower initial minimum investment than CAIBX: FEGRX (0) vs CAIBX (250). FEGRX annual gain was more profitable for investors over the last year : 18.05 vs. CAIBX (13.26). FEGRX (42.29) and CAIBX (40.75) have equivalent 5 years return.
| CAIBX | FEGRX | CAIBX / FEGRX | |
| Total Expense Ratio | 0.58 | 0.78 | 74% |
| Annual Report Gross Expense Ratio | 0.58 | 0.78 | 74% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 10.470 | 8.355 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 76B | 168% |
| Annual Yield % from dividends | 2.69 | 3.38 | 80% |
| Returns for 1 year | 13.26 | 18.05 | 73% |
| Returns for 3 years | 41.47 | 46.36 | 89% |
| Returns for 5 years | 40.75 | 42.29 | 96% |
| Returns for 10 years | 68.88 | N/A | - |
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