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CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$77.69
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
American Funds Global Balanced R5
Price$40.29
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
CAIBX vs RGBFX Comparison Chart in %
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CAIBX vs. RGBFX commentary
Jul 27, 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: 117B vs. RGBFX (28.4B). CAIBX pays higher dividends than RGBFX: CAIBX (3.00) vs RGBFX (2.32). 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 : 14.98 vs. RGBFX (9.18). CAIBX return over 5 years is better than : 50.12 vs. RGBFX (27.36).
| 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 | 14.085 | 11.281 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.4B | 412% |
| Annual Yield % from dividends | 3.00 | 2.32 | 129% |
| Returns for 1 year | 14.98 | 9.18 | 163% |
| Returns for 3 years | 34.22 | 32.14 | 106% |
| Returns for 5 years | 50.12 | 27.36 | 183% |
| Returns for 10 years | 53.30 | 46.66 | 114% |
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