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CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$75.18
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
American Funds Global Balanced R5
Price$39.21
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.3B
CAIBX vs RGBFX Comparison Chart
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CAIBX vs. RGBFX commentary
Jun 15, 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: 115B vs. RGBFX (27.3B). CAIBX pays higher dividends than RGBFX: CAIBX (3.05) vs RGBFX (2.18). 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 : 13.92 vs. RGBFX (5.81). CAIBX return over 5 years is better than : 48.47 vs. RGBFX (27.12).
| 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 | 10.399 | 7.399 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 27.3B | 421% |
| Annual Yield % from dividends | 3.05 | 2.18 | 140% |
| Returns for 1 year | 13.92 | 5.81 | 240% |
| Returns for 3 years | 32.41 | 28.60 | 113% |
| Returns for 5 years | 48.47 | 27.12 | 179% |
| Returns for 10 years | 46.13 | 39.51 | 117% |
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