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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$75.08
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
American Funds Global Balanced 529E
Price$39.07
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
CAIFX vs CBFEX Comparison Chart
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CAIFX vs. CBFEX 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 CAIFX is a Buy and CBFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 114B vs. CBFEX (27.3B). CAIFX pays higher dividends than CBFEX: CAIFX (3.25) vs CBFEX (1.66). 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 : 14.15 vs. CBFEX (5.25). CAIFX return over 5 years is better than : 49.65 vs. CBFEX (27.18).
| 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 | 10.493 | 7.159 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 27.3B | 418% |
| Annual Yield % from dividends | 3.25 | 1.66 | 196% |
| Returns for 1 year | 14.15 | 5.25 | 270% |
| Returns for 3 years | 33.14 | 28.11 | 118% |
| Returns for 5 years | 49.65 | 27.18 | 183% |
| Returns for 10 years | 47.47 | 48.49 | 98% |
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