Interact to see
Advertisement
Advertisement
CFIHX vs TAGBX
CFIHX vs TAGBX Comparison
Open Charts CFIHX vs TAGBX
American Funds Capital Income Bldr F3
Price$76.77
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
Templeton Global Balanced A
Price$2.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets305.74M
CFIHX vs TAGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. TAGBX commentary
Jul 20, 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 TAGBX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 116B vs. TAGBX (306M). CFIHX pays higher dividends than TAGBX: CFIHX (3.30) vs TAGBX (2.40). 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 (12.81) and TAGBX (12.60) have marching annual gain over last year. CFIHX return over 5 years is better than : 49.82 vs. TAGBX (25.72).
| 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 | 12.959 | 15.395 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 306M | 37,908% |
| Annual Yield % from dividends | 3.30 | 2.40 | 138% |
| Returns for 1 year | 12.81 | 12.60 | 102% |
| Returns for 3 years | 36.32 | 32.62 | 111% |
| Returns for 5 years | 49.82 | 25.72 | 194% |
| Returns for 10 years | N/A | 11.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement