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CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$77.24
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
Columbia Global Opportunities A
Price$14.72
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets316.48M
CAIFX vs IMRFX Comparison Chart in %
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CAIFX vs. IMRFX commentary
Aug 08, 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 IMRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. IMRFX (316M). 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 : 15.95 vs. IMRFX (13.78). CAIFX return over 5 years is better than : 49.07 vs. IMRFX (1.20).
| 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 | 13.672 | 8.815 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 316M | 36,709% |
| Annual Yield % from dividends | 3.20 | 0.43 | 738% |
| Returns for 1 year | 15.95 | 13.78 | 116% |
| Returns for 3 years | 32.06 | 16.29 | 197% |
| Returns for 5 years | 49.07 | 1.20 | 4,088% |
| Returns for 10 years | 52.72 | 31.70 | 166% |
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