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CFIHX vs PDRDX
CFIHX vs PDRDX Comparison
Open Charts CFIHX vs PDRDX
American Funds Capital Income Bldr F3
Price$66.19
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
Principal Diversified Real Asset Instl
Price$10.48
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets2.27B
CFIHX vs PDRDX Comparison Chart
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CFIHX vs. PDRDX commentary
Apr 10, 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 Hold and PDRDX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 101B vs. PDRDX (2.27B). CFIHX pays higher dividends than PDRDX: CFIHX (3.47) vs PDRDX (2.15). CFIHX was incepted earlier than PDRDX: CFIHX (8 years) vs PDRDX (15 years). PDRDX (0.90) is less costly to investors than CFIHX (0.27). 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 : 1.62 vs. PDRDX (-3.45). CFIHX return over 5 years is better than : 37.18 vs. PDRDX (25.42).
| CFIHX | PDRDX | CFIHX / PDRDX | |
| Total Expense Ratio | 0.27 | 0.85 | 32% |
| Annual Report Gross Expense Ratio | 0.27 | 0.90 | 30% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -3.270 | -4.605 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 2.27B | 4,443% |
| Annual Yield % from dividends | 3.47 | 2.15 | 161% |
| Returns for 1 year | 1.62 | -3.45 | -47% |
| Returns for 3 years | 5.20 | -16.86 | -31% |
| Returns for 5 years | 37.18 | 25.42 | 146% |
| Returns for 10 years | N/A | 13.85 | - |