Interact to see
Advertisement
Advertisement
CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$80.02
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
American Funds Global Balanced 529E
Price$41.68
Change-$0.37 (-0.88%)
VolumeN/A
Net Assets30.45B
CAIFX vs CBFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. CBFEX commentary
Nov 14, 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 CAIFX is a Buy and CBFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 122B vs. CBFEX (30.4B). CAIFX pays higher dividends than CBFEX: CAIFX (3.11) vs CBFEX (1.75). CAIFX was incepted earlier than CBFEX: CAIFX (17 years) vs CBFEX (15 years). CBFEX (1.06) is less costly to investors than CAIFX (0.38). CBFEX is a more actively managed with annual turnover of: 114.00 vs. CAIFX (56.00). CAIFX (250) and CBFEX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 14.63 vs. CBFEX (10.45). CAIFX return over 5 years is better than : 50.81 vs. CBFEX (25.88).
| CAIFX | CBFEX | CAIFX / CBFEX | |
| Total Expense Ratio | 0.38 | 1.06 | 36% |
| Annual Report Gross Expense Ratio | 0.38 | 1.06 | 36% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 18.512 | 15.612 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 30.4B | 401% |
| Annual Yield % from dividends | 3.11 | 1.75 | 178% |
| Returns for 1 year | 14.63 | 10.45 | 140% |
| Returns for 3 years | 40.65 | 36.51 | 111% |
| Returns for 5 years | 50.81 | 25.88 | 196% |
| Returns for 10 years | 67.15 | 67.00 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers