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CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$71.45
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
American Funds Global Balanced R5
Price$37.09
Change+$0.46 (+1.26%)
VolumeN/A
Net Assets25.28B
CAIBX vs RGBFX Comparison Chart
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CAIBX vs. RGBFX commentary
Apr 25, 2025
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 Buy and RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 107B vs. RGBFX (25.3B). CAIBX pays higher dividends than RGBFX: CAIBX (3.16) vs RGBFX (2.27). CAIBX was incepted earlier than RGBFX: CAIBX (38 years) vs RGBFX (14 years). CAIBX (0.59) is less costly to investors than RGBFX (0.52). CAIBX (250) and RGBFX (250) have matching initial minimum investment requirements. CAIBX annual gain was more profitable for investors over the last year : 10.70 vs. RGBFX (3.25). CAIBX return over 5 years is better than : 46.84 vs. RGBFX (29.03).
| CAIBX | RGBFX | CAIBX / RGBFX | |
| Total Expense Ratio | 0.59 | 0.52 | 113% |
| Annual Report Gross Expense Ratio | 0.59 | 0.52 | 113% |
| Fund Existence | 38 years | 14 years | - |
| Gain YTD | 4.274 | 1.592 | 268% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 25.3B | 423% |
| Annual Yield % from dividends | 3.16 | 2.27 | 139% |
| Returns for 1 year | 10.70 | 3.25 | 329% |
| Returns for 3 years | 15.50 | 11.73 | 132% |
| Returns for 5 years | 46.84 | 29.03 | 161% |
| Returns for 10 years | 34.35 | 29.39 | 117% |