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CAIFX vs GLBIX
CAIFX vs GLBIX Comparison
Open Charts CAIFX vs GLBIX
American Funds Capital Income Bldr F2
Price$69.02
Change+$0.98 (+1.44%)
VolumeN/A
Net Assets103.34B
Leuthold Global Institutional
Price$8.97
Change+$0.06 (+0.67%)
VolumeN/A
Net Assets18.15M
CAIFX vs GLBIX Comparison Chart
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CAIFX vs. GLBIX commentary
Apr 12, 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 GLBIX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 103B vs. GLBIX (18.2M). CAIFX pays higher dividends than GLBIX: CAIFX (3.37) vs GLBIX (1.72). CAIFX was incepted earlier than GLBIX: CAIFX (17 years) vs GLBIX (17 years). GLBIX (2.08) is less costly to investors than CAIFX (0.38). CAIFX has a lower initial minimum investment than GLBIX: CAIFX (250) vs GLBIX (100000). CAIFX annual gain was more profitable for investors over the last year : 6.88 vs. GLBIX (-5.88). CAIFX return over 5 years is better than : 42.56 vs. GLBIX (22.88).
| CAIFX | GLBIX | CAIFX / GLBIX | |
| Total Expense Ratio | 0.38 | 2.07 | 18% |
| Annual Report Gross Expense Ratio | 0.38 | 2.08 | 18% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 0.897 | 1.135 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 18.2M | 565,934% |
| Annual Yield % from dividends | 3.37 | 1.72 | 196% |
| Returns for 1 year | 6.88 | -5.88 | -117% |
| Returns for 3 years | 10.53 | -3.79 | -278% |
| Returns for 5 years | 42.56 | 22.88 | 186% |
| Returns for 10 years | 32.82 | -9.77 | -336% |