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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$77.00
Change-$0.61 (-0.79%)
VolumeN/A
Net Assets117.32B
American Funds Global Balanced 529E
Price$39.99
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets28.44B
CAIFX vs CBFEX Comparison Chart in %
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CAIFX vs. CBFEX commentary
Jul 29, 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: 117B vs. CBFEX (28.4B). CAIFX pays higher dividends than CBFEX: CAIFX (3.20) vs CBFEX (1.81). 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 : 14.24 vs. CBFEX (7.99). CAIFX return over 5 years is better than : 49.86 vs. CBFEX (25.76).
| 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 | 14.216 | 10.931 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.4B | 412% |
| Annual Yield % from dividends | 3.20 | 1.81 | 177% |
| Returns for 1 year | 14.24 | 7.99 | 178% |
| Returns for 3 years | 32.44 | 26.94 | 120% |
| Returns for 5 years | 49.86 | 25.76 | 194% |
| Returns for 10 years | 53.60 | 53.95 | 99% |
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