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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$76.91
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced 529E
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CAIFX vs CBFEX Comparison Chart in %
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CAIFX vs. CBFEX commentary
Jul 05, 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 CAIFX is a Buy and CBFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. CBFEX (28.1B). CAIFX pays higher dividends than CBFEX: CAIFX (3.20) vs CBFEX (1.81). CAIFX was incepted earlier than CBFEX: CAIFX (17 years) vs CBFEX (14 years). CBFEX (1.06) is less costly to investors than CAIFX (0.38). CBFEX is a more actively managed with annual turnover of: 114.00 vs. CAIFX (56.00). CAIFX (250) and CBFEX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 15.98 vs. CBFEX (7.45). CAIFX return over 5 years is better than : 51.58 vs. CBFEX (27.93).
| CAIFX | CBFEX | CAIFX / CBFEX | |
| Total Expense Ratio | 0.38 | 1.06 | 36% |
| Annual Report Gross Expense Ratio | 0.38 | 1.06 | 36% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 13.186 | 9.964 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 28.1B | 413% |
| Annual Yield % from dividends | 3.20 | 1.81 | 177% |
| Returns for 1 year | 15.98 | 7.45 | 214% |
| Returns for 3 years | 34.07 | 29.92 | 114% |
| Returns for 5 years | 51.58 | 27.93 | 185% |
| Returns for 10 years | 54.63 | 55.05 | 99% |
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