Interact to see
Advertisement
Advertisement
CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$78.38
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Columbia Global Opportunities A
Price$14.97
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets317.83M
CAIFX vs IMRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. IMRFX commentary
Aug 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 StrongBuy and IMRFX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. IMRFX (318M). CAIFX pays higher dividends than IMRFX: CAIFX (3.20) vs IMRFX (0.43). CAIFX was incepted earlier than IMRFX: CAIFX (17 years) vs IMRFX (41 years). IMRFX (1.22) is less costly to investors than CAIFX (0.38). IMRFX is a more actively managed with annual turnover of: 122.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than IMRFX: CAIFX (250) vs IMRFX (2000). CAIFX annual gain was more profitable for investors over the last year : 11.38 vs. IMRFX (9.17). CAIFX return over 5 years is better than : 49.48 vs. IMRFX (0.81).
| CAIFX | IMRFX | CAIFX / IMRFX | |
| Total Expense Ratio | 0.38 | 1.22 | 31% |
| Annual Report Gross Expense Ratio | 0.38 | 1.22 | 31% |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 15.349 | 10.444 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 318M | 37,107% |
| Annual Yield % from dividends | 3.20 | 0.43 | 738% |
| Returns for 1 year | 11.38 | 9.17 | 124% |
| Returns for 3 years | 35.83 | 20.79 | 172% |
| Returns for 5 years | 49.48 | 0.81 | 6,080% |
| Returns for 10 years | 63.13 | 38.89 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement