Ad is loading...
CFIHX vs GAOCX
CFIHX vs GAOCX Comparison
Open Charts CFIHX vs GAOCX
American Funds Capital Income Bldr F3
Price$72.48
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
JPMorgan Global Allocation C
Price$19.70
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets2.74B
CFIHX vs GAOCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. GAOCX commentary
May 09, 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 CFIHX is a Buy and GAOCX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. GAOCX (2.74B). CFIHX pays higher dividends than GAOCX: CFIHX (3.46) vs GAOCX (2.03). CFIHX was incepted earlier than GAOCX: CFIHX (8 years) vs GAOCX (14 years). GAOCX (1.68) is less costly to investors than CFIHX (0.27). GAOCX is a more actively managed with annual turnover of: 94.00 vs. CFIHX (56.00). GAOCX has a lower initial minimum investment than CFIHX: GAOCX (1000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 10.98 vs. GAOCX (5.37). CFIHX return over 5 years is better than : 49.16 vs. GAOCX (24.70).
| CFIHX | GAOCX | CFIHX / GAOCX | |
| Total Expense Ratio | 0.27 | 1.53 | 18% |
| Annual Report Gross Expense Ratio | 0.27 | 1.68 | 16% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 5.922 | 1.473 | 402% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.74B | 4,015% |
| Annual Yield % from dividends | 3.46 | 2.03 | 170% |
| Returns for 1 year | 10.98 | 5.37 | 205% |
| Returns for 3 years | 23.12 | 17.12 | 135% |
| Returns for 5 years | 49.16 | 24.70 | 199% |
| Returns for 10 years | N/A | 37.37 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...