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CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
American Funds Global Balanced R5
Price$40.60
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets28.93B
CAIBX vs RGBFX Comparison Chart in %
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CAIBX vs. RGBFX commentary
Sep 06, 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 StrongBuy and RGBFX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 118B vs. RGBFX (28.9B). CAIBX pays higher dividends than RGBFX: CAIBX (2.93) vs RGBFX (2.27). CAIBX was incepted earlier than RGBFX: CAIBX (38 years) vs RGBFX (15 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 : 11.92 vs. RGBFX (6.92). CAIBX return over 5 years is better than : 49.61 vs. RGBFX (25.66).
| 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 | 15 years | - |
| Gain YTD | 15.363 | 12.137 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 28.9B | 408% |
| Annual Yield % from dividends | 2.93 | 2.27 | 129% |
| Returns for 1 year | 11.92 | 6.92 | 172% |
| Returns for 3 years | 38.36 | 35.68 | 107% |
| Returns for 5 years | 49.61 | 25.66 | 193% |
| Returns for 10 years | 62.19 | 53.38 | 116% |
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