Interact to see
Advertisement
Advertisement
CAIFX vs GLBIX
CAIFX vs GLBIX Comparison
Open Charts CAIFX vs GLBIX
American Funds Capital Income Bldr F2
Price$73.71
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
Leuthold Global Institutional
Price$9.40
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets19.04M
CAIFX vs GLBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. GLBIX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 111B vs. GLBIX (19M). CAIFX pays higher dividends than GLBIX: CAIFX (3.35) vs GLBIX (1.70). 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). GLBIX is a more actively managed with annual turnover of: 67.20 vs. CAIFX (56.00). 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 : 11.01 vs. GLBIX (-1.11). CAIFX return over 5 years is better than : 51.64 vs. GLBIX (25.81).
| 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 | 7.754 | 6.810 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 19M | 584,211% |
| Annual Yield % from dividends | 3.35 | 1.70 | 198% |
| Returns for 1 year | 11.01 | -1.11 | -989% |
| Returns for 3 years | 22.60 | 2.13 | 1,059% |
| Returns for 5 years | 51.64 | 25.81 | 200% |
| Returns for 10 years | 40.23 | -5.42 | -742% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement