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CFIHX vs PGDRX
CFIHX vs PGDRX Comparison
Open Charts CFIHX vs PGDRX
American Funds Capital Income Bldr F3
Price$68.09
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets104.37B
Principal Diversified Real Asset R3
Price$10.73
Change-$0.10 (-0.92%)
VolumeN/A
Net Assets2.33B
CFIHX vs PGDRX Comparison Chart
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CFIHX vs. PGDRX commentary
Apr 11, 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 PGDRX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 104B vs. PGDRX (2.33B). CFIHX pays higher dividends than PGDRX: CFIHX (3.47) vs PGDRX (1.29). CFIHX was incepted earlier than PGDRX: CFIHX (8 years) vs PGDRX (9 years). PGDRX (1.37) is less costly to investors than CFIHX (0.27). 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 : 6.56 vs. PGDRX (-0.51). CFIHX return over 5 years is better than : 42.47 vs. PGDRX (25.47).
| CFIHX | PGDRX | CFIHX / PGDRX | |
| Total Expense Ratio | 0.27 | 1.37 | 20% |
| Annual Report Gross Expense Ratio | 0.27 | 1.37 | 20% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 0.456 | -1.940 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 2.33B | 4,456% |
| Annual Yield % from dividends | 3.47 | 1.29 | 269% |
| Returns for 1 year | 6.56 | -0.51 | -1,289% |
| Returns for 3 years | 10.10 | -15.34 | -66% |
| Returns for 5 years | 42.47 | 25.47 | 167% |
| Returns for 10 years | N/A | N/A | - |