Ad is loading...
CFIHX vs MRJIX
CFIHX vs MRJIX Comparison
Open Charts CFIHX vs MRJIX
American Funds Capital Income Bldr F3
Price$72.48
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
Morgan Stanley Multi-Asset Real Return I
Price$10.72
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets7.92M
CFIHX vs MRJIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. MRJIX 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 MRJIX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. MRJIX (7.92M). MRJIX pays higher dividends than CFIHX: MRJIX (10.37) vs CFIHX (3.46). CFIHX was incepted earlier than MRJIX: CFIHX (8 years) vs MRJIX (7 years). MRJIX (2.04) is less costly to investors than CFIHX (0.27). MRJIX is a more actively managed with annual turnover of: 310.00 vs. CFIHX (56.00). CFIHX (1000000) and MRJIX (1000000) have matching initial minimum investment requirements. CFIHX (10.98) and MRJIX (10.91) have marching annual gain over last year. CFIHX (49.16) and MRJIX (48.27) have equivalent 5 years return.
| CFIHX | MRJIX | CFIHX / MRJIX | |
| Total Expense Ratio | 0.27 | 0.81 | 33% |
| Annual Report Gross Expense Ratio | 0.27 | 2.04 | 13% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 5.922 | 9.928 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 7.92M | 1,389,240% |
| Annual Yield % from dividends | 3.46 | 10.37 | 33% |
| Returns for 1 year | 10.98 | 10.91 | 101% |
| Returns for 3 years | 23.12 | 16.37 | 141% |
| Returns for 5 years | 49.16 | 48.27 | 102% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...