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CIBCX vs PGDRX
CIBCX vs PGDRX Comparison
Open Charts CIBCX vs PGDRX
American Funds Capital Income Bldr C
Price$68.38
Change-$0.66 (-0.96%)
VolumeN/A
Net Assets104.37B
Principal Diversified Real Asset R3
Price$10.73
Change-$0.10 (-0.92%)
VolumeN/A
Net Assets2.33B
CIBCX vs PGDRX Comparison Chart
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CIBCX vs. PGDRX commentary
Apr 11, 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 CIBCX is a Hold and PGDRX is a Hold.
FUNDAMENTALS
Fundamentals
CIBCX has more cash in the bank: 104B vs. PGDRX (2.33B). CIBCX pays higher dividends than PGDRX: CIBCX (2.41) vs PGDRX (1.29). CIBCX was incepted earlier than PGDRX: CIBCX (24 years) vs PGDRX (9 years). PGDRX (1.37) and CIBCX (1.34) have similar cost to investors . PGDRX has a lower initial minimum investment than CIBCX: PGDRX (0) vs CIBCX (250). CIBCX annual gain was more profitable for investors over the last year : 5.45 vs. PGDRX (-0.51). CIBCX return over 5 years is better than : 37.01 vs. PGDRX (25.47).
| CIBCX | PGDRX | CIBCX / PGDRX | |
| Total Expense Ratio | 1.34 | 1.37 | 98% |
| Annual Report Gross Expense Ratio | 1.34 | 1.37 | 98% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 0.178 | -1.940 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 2.33B | 4,456% |
| Annual Yield % from dividends | 2.41 | 1.29 | 187% |
| Returns for 1 year | 5.45 | -0.51 | -1,072% |
| Returns for 3 years | 7.34 | -15.34 | -48% |
| Returns for 5 years | 37.01 | 25.47 | 145% |
| Returns for 10 years | 27.46 | N/A | - |