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CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$73.83
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
American Funds Global Balanced R5
Price$38.36
Change-$0.31 (-0.80%)
VolumeN/A
Net Assets26.8B
CAIBX vs RGBFX Comparison Chart
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CAIBX vs. RGBFX commentary
May 22, 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: 112B vs. RGBFX (26.8B). CAIBX pays higher dividends than RGBFX: CAIBX (3.14) vs RGBFX (2.25). 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). RGBFX is a more actively managed with annual turnover of: 114.00 vs. CAIBX (56.00). CAIBX (250) and RGBFX (250) have matching initial minimum investment requirements. CAIBX annual gain was more profitable for investors over the last year : 10.45 vs. RGBFX (3.00). CAIBX return over 5 years is better than : 50.53 vs. RGBFX (29.45).
| 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 | 7.747 | 5.071 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 26.8B | 418% |
| Annual Yield % from dividends | 3.14 | 2.25 | 140% |
| Returns for 1 year | 10.45 | 3.00 | 348% |
| Returns for 3 years | 23.08 | 19.75 | 117% |
| Returns for 5 years | 50.53 | 29.45 | 172% |
| Returns for 10 years | 39.05 | 34.16 | 114% |
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