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CAIBX vs FERRX
CAIBX vs FERRX Comparison
Open Charts CAIBX vs FERRX
American Funds Capital Income Bldr A
Price$79.04
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
First Eagle Global Real Assets R6
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets16.34M
CAIBX vs FERRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 119B vs. FERRX (16.3M). FERRX pays higher dividends than CAIBX: FERRX (3.21) vs CAIBX (2.93). CAIBX was incepted earlier than FERRX: CAIBX (38 years) vs FERRX (4 years). FERRX (4.90) is less costly to investors than CAIBX (0.59). CAIBX is a more actively managed with annual turnover of: 56.00 vs. FERRX (40.98). FERRX has a lower initial minimum investment than CAIBX: FERRX (0) vs CAIBX (250). FERRX annual gain was more profitable for investors over the last year : 12.56 vs. CAIBX (11.81).
| CAIBX | FERRX | CAIBX / FERRX | |
| Total Expense Ratio | 0.59 | 0.85 | 69% |
| Annual Report Gross Expense Ratio | 0.59 | 4.90 | 12% |
| Fund Existence | 38 years | 4 years | - |
| Gain YTD | 16.750 | 19.789 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 16.3M | 730,061% |
| Annual Yield % from dividends | 2.93 | 3.21 | 91% |
| Returns for 1 year | 11.81 | 12.56 | 94% |
| Returns for 3 years | 40.80 | 42.58 | 96% |
| Returns for 5 years | 52.91 | N/A | - |
| Returns for 10 years | 65.92 | N/A | - |