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CAIBX vs RALIX
CAIBX vs RALIX Comparison
Open Charts CAIBX vs RALIX
American Funds Capital Income Bldr A
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Lazard Real Assets Instl
Price$10.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.4M
CAIBX vs RALIX Comparison Chart in %
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CAIBX vs. RALIX commentary
Jul 07, 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 CAIBX is a Buy and RALIX is a Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 116B vs. RALIX (5.4M). RALIX pays higher dividends than CAIBX: RALIX (3.79) vs CAIBX (3.00). CAIBX was incepted earlier than RALIX: CAIBX (38 years) vs RALIX (9 years). RALIX (2.13) is less costly to investors than CAIBX (0.59). CAIBX is a more actively managed with annual turnover of: 56.00 vs. RALIX (31.00). CAIBX has a lower initial minimum investment than RALIX: CAIBX (250) vs RALIX (10000). CAIBX annual gain was more profitable for investors over the last year : 15.76 vs. RALIX (13.42). CAIBX return over 5 years is better than : 50.34 vs. RALIX (43.56).
| CAIBX | RALIX | CAIBX / RALIX | |
| Total Expense Ratio | 0.59 | 0.84 | 70% |
| Annual Report Gross Expense Ratio | 0.59 | 2.13 | 28% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 13.087 | 9.562 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 5.4M | 2,147,750% |
| Annual Yield % from dividends | 3.00 | 3.79 | 79% |
| Returns for 1 year | 15.76 | 13.42 | 117% |
| Returns for 3 years | 33.32 | 14.19 | 235% |
| Returns for 5 years | 50.34 | 43.56 | 116% |
| Returns for 10 years | 53.18 | N/A | - |
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