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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$71.80
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
American Funds Global Balanced R5
Price$38.23
Change-$0.22 (-0.57%)
VolumeN/A
CapitalizationN/A
CAIFX vs RGBFX Comparison Chart
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CAIFX vs. RGBFX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 107B vs. RGBFX (26.3B). CAIFX pays higher dividends than RGBFX: CAIFX (3.49) vs RGBFX (1.89). CAIFX was incepted earlier than RGBFX: CAIFX (16 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 : 18.16 vs. RGBFX (13.61). CAIFX return over 5 years is better than : 28.17 vs. RGBFX (21.38).
| CAIFX | RGBFX | CAIFX / RGBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 10.847 | 6.821 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 26.3B | 407% |
| Annual Yield % from dividends | 3.49 | 1.89 | 185% |
| Returns for 1 year | 18.16 | 13.61 | 133% |
| Returns for 3 years | 12.31 | -1.02 | -1,212% |
| Returns for 5 years | 28.17 | 21.38 | 132% |
| Returns for 10 years | 36.63 | 30.84 | 119% |