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CAIFX vs GLBLX
CAIFX vs GLBLX Comparison
Open Charts CAIFX vs GLBLX
American Funds Capital Income Bldr F2
Price$77.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Leuthold Global Retail
Price$9.73
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets19.54M
CAIFX vs GLBLX Comparison Chart in %
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CAIFX vs. GLBLX commentary
Aug 16, 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 GLBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. GLBLX (19.5M). CAIFX pays higher dividends than GLBLX: CAIFX (3.20) vs GLBLX (1.44). CAIFX was incepted earlier than GLBLX: CAIFX (17 years) vs GLBLX (17 years). GLBLX (2.33) is less costly to investors than CAIFX (0.38). CAIFX (56.00) and GLBLX (55.57) have comparable annual turnover. CAIFX has a lower initial minimum investment than GLBLX: CAIFX (250) vs GLBLX (10000). CAIFX annual gain was more profitable for investors over the last year : 12.80 vs. GLBLX (4.08). CAIFX return over 5 years is better than : 49.54 vs. GLBLX (22.45).
| CAIFX | GLBLX | CAIFX / GLBLX | |
| Total Expense Ratio | 0.38 | 2.32 | 16% |
| Annual Report Gross Expense Ratio | 0.38 | 2.33 | 16% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 14.702 | 12.384 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 19.5M | 605,128% |
| Annual Yield % from dividends | 3.20 | 1.44 | 222% |
| Returns for 1 year | 12.80 | 4.08 | 314% |
| Returns for 3 years | 30.46 | 10.54 | 289% |
| Returns for 5 years | 49.54 | 22.45 | 221% |
| Returns for 10 years | 55.25 | -0.13 | -42,105% |
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