Interact to see
Advertisement
Advertisement
CAIBX vs RGBFX
CAIBX vs RGBFX Comparison
Open Charts CAIBX vs RGBFX
American Funds Capital Income Bldr A
Price$79.27
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
American Funds Global Balanced R5
Price$41.26
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.75B
CAIBX vs RGBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIBX vs. RGBFX commentary
Oct 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 CAIBX is a Buy and RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 120B vs. RGBFX (29.7B). CAIBX pays higher dividends than RGBFX: CAIBX (2.92) vs RGBFX (2.26). CAIBX was incepted earlier than RGBFX: CAIBX (38 years) vs RGBFX (15 years). CAIBX (0.59) is less costly to investors than RGBFX (0.52). RGBFX is a more actively managed with annual turnover of: 114.00 vs. CAIBX (56.00). CAIBX (250) and RGBFX (250) have matching initial minimum investment requirements. CAIBX annual gain was more profitable for investors over the last year : 10.77 vs. RGBFX (6.98). CAIBX return over 5 years is better than : 52.55 vs. RGBFX (28.97).
| CAIBX | RGBFX | CAIBX / RGBFX | |
| Total Expense Ratio | 0.59 | 0.52 | 113% |
| Annual Report Gross Expense Ratio | 0.59 | 0.52 | 113% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 17.090 | 14.583 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 29.7B | 404% |
| Annual Yield % from dividends | 2.92 | 2.26 | 129% |
| Returns for 1 year | 10.77 | 6.98 | 154% |
| Returns for 3 years | 47.65 | 45.13 | 106% |
| Returns for 5 years | 52.55 | 28.97 | 181% |
| Returns for 10 years | 60.64 | 53.35 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement