Ad is loading...
CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$69.87
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Columbia Global Opportunities A
Price$13.57
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets314.56M
CAIFX vs IMRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. IMRFX commentary
Jan 19, 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 Hold and IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 107B vs. IMRFX (315M). CAIFX pays higher dividends than IMRFX: CAIFX (3.49) vs IMRFX (0.00). CAIFX was incepted earlier than IMRFX: CAIFX (16 years) vs IMRFX (40 years). IMRFX is a more actively managed with annual turnover of: 115.00 vs. CAIFX (106.00). 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 : 10.97 vs. IMRFX (9.49). CAIFX return over 5 years is better than : 23.61 vs. IMRFX (-5.37).
| CAIFX | IMRFX | CAIFX / IMRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 40 years | - |
| Gain YTD | 1.437 | 0.519 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 315M | 33,968% |
| Annual Yield % from dividends | 3.49 | 0.00 | - |
| Returns for 1 year | 10.97 | 9.49 | 116% |
| Returns for 3 years | 7.98 | -8.26 | -97% |
| Returns for 5 years | 23.61 | -5.37 | -440% |
| Returns for 10 years | 35.40 | 25.08 | 141% |