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CFIHX vs GAOTX
CFIHX vs GAOTX Comparison
Open Charts CFIHX vs GAOTX
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
JPMorgan Global Allocation R3
Price$20.70
Change-$0.08 (-0.38%)
VolumeN/A
CapitalizationN/A
CFIHX vs GAOTX Comparison Chart
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CFIHX vs. GAOTX commentary
Dec 19, 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 CFIHX is a Buy and GAOTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. GAOTX (2.9B). CFIHX pays higher dividends than GAOTX: CFIHX (3.59) vs GAOTX (0.42). CFIHX was incepted earlier than GAOTX: CFIHX (8 years) vs GAOTX (6 years). GAOTX is a more actively managed with annual turnover of: 136.00 vs. CFIHX (106.00). GAOTX has a lower initial minimum investment than CFIHX: GAOTX (0) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 13.81 vs. GAOTX (12.36). CFIHX return over 5 years is better than : 27.41 vs. GAOTX (16.42).
| CFIHX | GAOTX | CFIHX / GAOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 12.352 | 10.887 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.9B | 3,723% |
| Annual Yield % from dividends | 3.59 | 0.42 | 866% |
| Returns for 1 year | 13.81 | 12.36 | 112% |
| Returns for 3 years | 14.12 | 2.96 | 477% |
| Returns for 5 years | 27.41 | 16.42 | 167% |
| Returns for 10 years | N/A | N/A | - |
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