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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$78.22
Change-$0.44 (-0.56%)
VolumeN/A
Net Assets118.99B
American Funds Global Balanced R5
Price$40.69
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets29.41B
CAIFX vs RGBFX Comparison Chart in %
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CAIFX vs. RGBFX commentary
Sep 27, 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 (29.4B). CAIFX pays higher dividends than RGBFX: CAIFX (3.12) vs RGBFX (2.27). 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 : 10.58 vs. RGBFX (5.00). CAIFX return over 5 years is better than : 56.05 vs. RGBFX (30.73).
| 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 | 15.846 | 13.000 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.4B | 405% |
| Annual Yield % from dividends | 3.12 | 2.27 | 137% |
| Returns for 1 year | 10.58 | 5.00 | 212% |
| Returns for 3 years | 48.41 | 45.15 | 107% |
| Returns for 5 years | 56.05 | 30.73 | 182% |
| Returns for 10 years | 71.02 | 59.78 | 119% |
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