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CFIHX vs TAGBX
CFIHX vs TAGBX Comparison
Open Charts CFIHX vs TAGBX
American Funds Capital Income Bldr F3
Price$69.91
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Templeton Global Balanced A
Price$2.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets293.75M
CFIHX vs TAGBX Comparison Chart
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CFIHX vs. TAGBX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 107B vs. TAGBX (294M). TAGBX (3.71) and CFIHX (3.59) have matching dividends . CFIHX was incepted earlier than TAGBX: CFIHX (8 years) vs TAGBX (13 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. TAGBX (61.11). 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 : 11.08 vs. TAGBX (6.88). CFIHX return over 5 years is better than : 24.07 vs. TAGBX (-1.63).
| CFIHX | TAGBX | CFIHX / TAGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 1.436 | 2.110 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 294M | 36,395% |
| Annual Yield % from dividends | 3.59 | 3.71 | 97% |
| Returns for 1 year | 11.08 | 6.88 | 161% |
| Returns for 3 years | 8.23 | 0.43 | 1,931% |
| Returns for 5 years | 24.07 | -1.63 | -1,476% |
| Returns for 10 years | N/A | 4.57 | - |