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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$77.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
American Funds Global Balanced R5
Price$40.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.78B
CAIFX vs RGBFX Comparison Chart in %
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CAIFX vs. RGBFX commentary
Aug 17, 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. RGBFX (28.8B). CAIFX pays higher dividends than RGBFX: CAIFX (3.20) vs RGBFX (2.31). 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 : 12.80 vs. RGBFX (7.34). CAIFX return over 5 years is better than : 49.54 vs. RGBFX (26.13).
| 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 | 14.702 | 11.944 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 28.8B | 410% |
| Annual Yield % from dividends | 3.20 | 2.31 | 138% |
| Returns for 1 year | 12.80 | 7.34 | 174% |
| Returns for 3 years | 30.46 | 26.75 | 114% |
| Returns for 5 years | 49.54 | 26.13 | 190% |
| Returns for 10 years | 55.25 | 46.95 | 118% |
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