Interact to see
Advertisement
Advertisement
CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$78.93
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
American Funds Global Balanced R5
Price$41.31
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.82B
CAIFX vs RGBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. RGBFX commentary
Nov 20, 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 119B vs. RGBFX (29.8B). CAIFX pays higher dividends than RGBFX: CAIFX (3.11) vs RGBFX (2.23). CAIFX was incepted earlier than RGBFX: CAIFX (17 years) vs RGBFX (15 years). RGBFX (0.52) is less costly to investors than CAIFX (0.38). RGBFX is a more actively managed with annual turnover of: 114.00 vs. CAIFX (56.00). CAIFX (250) and RGBFX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 13.29 vs. RGBFX (10.23). CAIFX return over 5 years is better than : 47.74 vs. RGBFX (24.20).
| CAIFX | RGBFX | CAIFX / RGBFX | |
| Total Expense Ratio | 0.38 | 0.52 | 73% |
| Annual Report Gross Expense Ratio | 0.38 | 0.52 | 73% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 16.898 | 14.721 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.8B | 399% |
| Annual Yield % from dividends | 3.11 | 2.23 | 139% |
| Returns for 1 year | 13.29 | 10.23 | 130% |
| Returns for 3 years | 37.68 | 35.91 | 105% |
| Returns for 5 years | 47.74 | 24.20 | 197% |
| Returns for 10 years | 62.89 | 54.57 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers