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CFIHX vs PGDRX
CFIHX vs PGDRX Comparison
Open Charts CFIHX vs PGDRX
American Funds Capital Income Bldr F3
Price$73.09
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
Principal Diversified Real Asset R3
Price$11.66
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
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CFIHX vs PGDRX Comparison Chart
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CFIHX vs. PGDRX commentary
Sep 22, 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 PGDRX is a StrongSell.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. PGDRX (3.14B). CFIHX pays higher dividends than PGDRX: CFIHX (3.59) vs PGDRX (2.10). CFIHX was incepted earlier than PGDRX: CFIHX (8 years) vs PGDRX (8 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. PGDRX (72.40). PGDRX has a lower initial minimum investment than CFIHX: PGDRX (0) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 21.65 vs. PGDRX (12.20). CFIHX return over 5 years is better than : 34.15 vs. PGDRX (17.72).
| CFIHX | PGDRX | CFIHX / PGDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 12.877 | 7.244 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.14B | 3,505% |
| Annual Yield % from dividends | 3.59 | 2.10 | 171% |
| Returns for 1 year | 21.65 | 12.20 | 177% |
| Returns for 3 years | 18.36 | -0.70 | -2,606% |
| Returns for 5 years | 34.15 | 17.72 | 193% |
| Returns for 10 years | N/A | N/A | - |