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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$78.93
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
American Funds Global Balanced 529E
Price$41.16
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets29.82B
CAIFX vs CBFEX Comparison Chart in %
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CAIFX vs. CBFEX commentary
Nov 20, 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 Hold and CBFEX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 119B vs. CBFEX (29.8B). CAIFX pays higher dividends than CBFEX: CAIFX (3.11) vs CBFEX (1.75). CAIFX was incepted earlier than CBFEX: CAIFX (17 years) vs CBFEX (15 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 : 13.29 vs. CBFEX (9.62). CAIFX return over 5 years is better than : 47.74 vs. CBFEX (23.31).
| 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 | 15 years | - |
| Gain YTD | 16.898 | 14.169 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.8B | 399% |
| Annual Yield % from dividends | 3.11 | 1.75 | 178% |
| Returns for 1 year | 13.29 | 9.62 | 138% |
| Returns for 3 years | 37.68 | 34.22 | 110% |
| Returns for 5 years | 47.74 | 23.31 | 205% |
| Returns for 10 years | 62.89 | 63.35 | 99% |
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