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CFIHX vs TAGBX
CFIHX vs TAGBX Comparison
Open Charts CFIHX vs TAGBX
American Funds Capital Income Bldr F3
Price$72.91
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets110.51B
Templeton Global Balanced A
Price$2.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets297.13M
CFIHX vs TAGBX Comparison Chart
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CFIHX vs. TAGBX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 111B vs. TAGBX (297M). CFIHX pays higher dividends than TAGBX: CFIHX (3.46) vs TAGBX (2.02). 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 : 10.09 vs. TAGBX (7.10). CFIHX return over 5 years is better than : 53.30 vs. TAGBX (25.90).
| 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 | 6.550 | 8.861 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 297M | 37,374% |
| Annual Yield % from dividends | 3.46 | 2.02 | 171% |
| Returns for 1 year | 10.09 | 7.10 | 142% |
| Returns for 3 years | 22.44 | 19.71 | 114% |
| Returns for 5 years | 53.30 | 25.90 | 206% |
| Returns for 10 years | N/A | 3.30 | - |
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