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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$73.76
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
American Funds Global Balanced 529E
Price$38.23
Change-$0.31 (-0.80%)
VolumeN/A
Net Assets26.8B
CAIFX vs CBFEX Comparison Chart
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CAIFX vs. CBFEX commentary
May 22, 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: 112B vs. CBFEX (26.8B). CAIFX pays higher dividends than CBFEX: CAIFX (3.35) vs CBFEX (1.71). 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 : 10.68 vs. CBFEX (2.44). CAIFX return over 5 years is better than : 51.74 vs. CBFEX (29.47).
| 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 | 7.827 | 4.855 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 26.8B | 418% |
| Annual Yield % from dividends | 3.35 | 1.71 | 196% |
| Returns for 1 year | 10.68 | 2.44 | 437% |
| Returns for 3 years | 23.72 | 19.29 | 123% |
| Returns for 5 years | 51.74 | 29.47 | 176% |
| Returns for 10 years | 40.33 | 42.77 | 94% |
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