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CFIHX vs GAORX
CFIHX vs GAORX Comparison
Open Charts CFIHX vs GAORX
American Funds Capital Income Bldr F3
Price$69.06
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets104.8B
JPMorgan Global Allocation R5
Price$19.57
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets2.64B
CFIHX vs GAORX Comparison Chart
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CFIHX vs. GAORX commentary
Apr 14, 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 GAORX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 105B vs. GAORX (2.64B). CFIHX pays higher dividends than GAORX: CFIHX (3.47) vs GAORX (2.64). CFIHX was incepted earlier than GAORX: CFIHX (8 years) vs GAORX (7 years). GAORX (0.82) is less costly to investors than CFIHX (0.27). GAORX has a lower initial minimum investment than CFIHX: GAORX (0) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 6.99 vs. GAORX (1.51). CFIHX return over 5 years is better than : 43.13 vs. GAORX (27.75).
| CFIHX | GAORX | CFIHX / GAORX | |
| Total Expense Ratio | 0.27 | 0.75 | 36% |
| Annual Report Gross Expense Ratio | 0.27 | 0.82 | 33% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 0.924 | -2.939 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 2.64B | 3,983% |
| Annual Yield % from dividends | 3.47 | 2.64 | 132% |
| Returns for 1 year | 6.99 | 1.51 | 461% |
| Returns for 3 years | 10.81 | 6.08 | 178% |
| Returns for 5 years | 43.13 | 27.75 | 155% |
| Returns for 10 years | N/A | N/A | - |
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