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CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$78.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
American Funds Global Balanced R5
Price$40.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
CAIBX vs RGBFX Comparison Chart in %
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CAIBX vs. RGBFX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 118B vs. RGBFX (28.8B). CAIBX pays higher dividends than RGBFX: CAIBX (3.00) vs RGBFX (2.31). 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 : 12.56 vs. RGBFX (7.34). CAIBX return over 5 years is better than : 48.30 vs. RGBFX (26.13).
| 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 | 14.570 | 11.944 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 28.8B | 410% |
| Annual Yield % from dividends | 3.00 | 2.31 | 130% |
| Returns for 1 year | 12.56 | 7.34 | 171% |
| Returns for 3 years | 29.75 | 26.75 | 111% |
| Returns for 5 years | 48.30 | 26.13 | 185% |
| Returns for 10 years | 53.77 | 46.95 | 115% |
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