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CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$68.69
Change+$2.54 (+3.84%)
VolumeN/A
Net Assets100.5B
Columbia Global Opportunities A
Price$13.07
Change+$0.50 (+3.98%)
VolumeN/A
Net Assets281.09M
CAIFX vs IMRFX Comparison Chart
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CAIFX vs. IMRFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 100B vs. IMRFX (281M). CAIFX pays higher dividends than IMRFX: CAIFX (3.37) vs IMRFX (0.47). 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). 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 : 1.21 vs. IMRFX (-2.72). CAIFX return over 5 years is better than : 36.63 vs. IMRFX (-1.68).
| 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 | -3.298 | -6.889 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 281M | 35,587% |
| Annual Yield % from dividends | 3.37 | 0.47 | 715% |
| Returns for 1 year | 1.21 | -2.72 | -45% |
| Returns for 3 years | 4.94 | -9.16 | -54% |
| Returns for 5 years | 36.63 | -1.68 | -2,184% |
| Returns for 10 years | 27.41 | 11.37 | 241% |
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