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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$79.18
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
American Funds Global Balanced 529E
Price$41.13
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.77B
CAIFX vs CBFEX Comparison Chart in %
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CAIFX vs. CBFEX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 119B vs. CBFEX (29.8B). CAIFX pays higher dividends than CBFEX: CAIFX (3.11) vs CBFEX (1.77). 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 : 11.00 vs. CBFEX (6.37). CAIFX return over 5 years is better than : 53.88 vs. CBFEX (28.09).
| 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 | 17.268 | 14.086 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.8B | 399% |
| Annual Yield % from dividends | 3.11 | 1.77 | 176% |
| Returns for 1 year | 11.00 | 6.37 | 173% |
| Returns for 3 years | 48.54 | 43.29 | 112% |
| Returns for 5 years | 53.88 | 28.09 | 192% |
| Returns for 10 years | 62.27 | 62.02 | 100% |
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