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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$71.01
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets107.94B
American Funds Global Balanced R5
Price$37.88
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets25.7B
CAIFX vs RGBFX Comparison Chart
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CAIFX vs. RGBFX commentary
Jan 31, 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 StrongBuy and RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 108B vs. RGBFX (25.7B). CAIFX pays higher dividends than RGBFX: CAIFX (3.49) vs RGBFX (1.89). CAIFX was incepted earlier than RGBFX: CAIFX (17 years) vs RGBFX (14 years). CAIFX is a more actively managed with annual turnover of: 106.00 vs. RGBFX (91.00). CAIFX (250) and RGBFX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 11.57 vs. RGBFX (6.79). CAIFX return over 5 years is better than : 28.39 vs. RGBFX (18.63).
| CAIFX | RGBFX | CAIFX / RGBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 3.092 | 3.187 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 25.7B | 420% |
| Annual Yield % from dividends | 3.49 | 1.89 | 185% |
| Returns for 1 year | 11.57 | 6.79 | 170% |
| Returns for 3 years | 10.58 | 5.44 | 195% |
| Returns for 5 years | 28.39 | 18.63 | 152% |
| Returns for 10 years | 37.19 | 34.52 | 108% |
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