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CFIHX vs PGDRX
CFIHX vs PGDRX Comparison
Open Charts CFIHX vs PGDRX
American Funds Capital Income Bldr F3
Price$75.27
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets113.85B
Principal Diversified Real Asset R3
Price$11.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.51B
CFIHX vs PGDRX Comparison Chart
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CFIHX vs. PGDRX commentary
Jun 17, 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 PGDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 114B vs. PGDRX (2.51B). CFIHX pays higher dividends than PGDRX: CFIHX (3.35) vs PGDRX (1.26). 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 is a more actively managed with annual turnover of: 84.00 vs. CFIHX (56.00). 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 : 14.28 vs. PGDRX (7.72). CFIHX return over 5 years is better than : 50.24 vs. PGDRX (30.09).
| 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 | 10.546 | 6.843 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.51B | 4,545% |
| Annual Yield % from dividends | 3.35 | 1.26 | 265% |
| Returns for 1 year | 14.28 | 7.72 | 185% |
| Returns for 3 years | 33.51 | -0.25 | -13,168% |
| Returns for 5 years | 50.24 | 30.09 | 167% |
| Returns for 10 years | N/A | N/A | - |
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