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CFIHX vs PDRDX
CFIHX vs PDRDX Comparison
Open Charts CFIHX vs PDRDX
American Funds Capital Income Bldr F3
Price$69.01
Change+$0.34 (+0.50%)
VolumeN/A
CapitalizationN/A
Principal Diversified Real Asset Instl
Price$11.15
Change+$0.03 (+0.27%)
VolumeN/A
CapitalizationN/A
CFIHX vs PDRDX Comparison Chart
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CFIHX vs. PDRDX commentary
Dec 25, 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 PDRDX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 105B vs. PDRDX (2.67B). CFIHX pays higher dividends than PDRDX: CFIHX (3.59) vs PDRDX (2.58). CFIHX was incepted earlier than PDRDX: CFIHX (8 years) vs PDRDX (15 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. PDRDX (72.40). PDRDX has a lower initial minimum investment than CFIHX: PDRDX (0) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 8.83 vs. PDRDX (2.94). CFIHX return over 5 years is better than : 24.37 vs. PDRDX (11.31).
| CFIHX | PDRDX | CFIHX / PDRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 8.126 | 2.644 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 2.67B | 3,940% |
| Annual Yield % from dividends | 3.59 | 2.58 | 140% |
| Returns for 1 year | 8.83 | 2.94 | 300% |
| Returns for 3 years | 8.27 | -6.63 | -125% |
| Returns for 5 years | 24.37 | 11.31 | 215% |
| Returns for 10 years | N/A | 19.51 | - |
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