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CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$75.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Columbia Global Opportunities A
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets307.72M
CAIFX vs IMRFX Comparison Chart
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CAIFX vs. IMRFX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 113B vs. IMRFX (308M). CAIFX pays higher dividends than IMRFX: CAIFX (3.25) vs IMRFX (0.45). CAIFX was incepted earlier than IMRFX: CAIFX (17 years) vs IMRFX (40 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 : 13.28 vs. IMRFX (6.52). CAIFX return over 5 years is better than : 44.08 vs. IMRFX (1.94).
| 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 | 40 years | - |
| Gain YTD | 9.946 | 4.148 | 240% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 308M | 36,688% |
| Annual Yield % from dividends | 3.25 | 0.45 | 719% |
| Returns for 1 year | 13.28 | 6.52 | 204% |
| Returns for 3 years | 21.95 | 7.16 | 306% |
| Returns for 5 years | 44.08 | 1.94 | 2,268% |
| Returns for 10 years | 47.57 | 25.95 | 183% |