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CFIHX vs TAGBX
CFIHX vs TAGBX Comparison
Open Charts CFIHX vs TAGBX
American Funds Capital Income Bldr F3
Price$75.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
Templeton Global Balanced A
Price$2.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets301.14M
CFIHX vs TAGBX Comparison Chart
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CFIHX vs. TAGBX commentary
Jun 06, 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 TAGBX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 113B vs. TAGBX (301M). CFIHX pays higher dividends than TAGBX: CFIHX (3.35) vs TAGBX (1.94). CFIHX was incepted earlier than TAGBX: CFIHX (8 years) vs TAGBX (14 years). TAGBX (1.26) is less costly to investors than CFIHX (0.27). CFIHX is a more actively managed with annual turnover of: 56.00 vs. TAGBX (43.31). TAGBX has a lower initial minimum investment than CFIHX: TAGBX (1000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 13.50 vs. TAGBX (10.01). CFIHX return over 5 years is better than : 44.59 vs. TAGBX (23.08).
| CFIHX | TAGBX | CFIHX / TAGBX | |
| Total Expense Ratio | 0.27 | 1.21 | 22% |
| Annual Report Gross Expense Ratio | 0.27 | 1.26 | 21% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 9.955 | 11.814 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 301M | 37,542% |
| Annual Yield % from dividends | 3.35 | 1.94 | 173% |
| Returns for 1 year | 13.50 | 10.01 | 135% |
| Returns for 3 years | 23.08 | 18.06 | 128% |
| Returns for 5 years | 44.59 | 23.08 | 193% |
| Returns for 10 years | N/A | 8.43 | - |
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