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CAIFX vs CBFEX
CAIFX vs CBFEX Comparison
Open Charts CAIFX vs CBFEX
American Funds Capital Income Bldr F2
Price$79.56
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
American Funds Global Balanced 529E
Price$41.27
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets30.51B
CAIFX vs CBFEX Comparison Chart in %
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CAIFX vs. CBFEX commentary
Feb 04, 2026
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: 121B vs. CBFEX (30.5B). CAIFX pays higher dividends than CBFEX: CAIFX (3.00) vs CBFEX (2.01). CAIFX was incepted earlier than CBFEX: CAIFX (18 years) vs CBFEX (15 years). CBFEX (1.07) is less costly to investors than CAIFX (0.37). CAIFX (50.00) and CBFEX (50.00) have comparable annual turnover. CAIFX (250) and CBFEX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 16.41 vs. CBFEX (12.25). CAIFX return over 5 years is better than : 44.30 vs. CBFEX (17.60).
| CAIFX | CBFEX | CAIFX / CBFEX | |
| Total Expense Ratio | 0.37 | 1.07 | 35% |
| Annual Report Gross Expense Ratio | 0.37 | 1.07 | 35% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 3.580 | 2.534 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 30.5B | 397% |
| Annual Yield % from dividends | 3.00 | 2.01 | 149% |
| Returns for 1 year | 16.41 | 12.25 | 134% |
| Returns for 3 years | 36.04 | 28.13 | 128% |
| Returns for 5 years | 44.30 | 17.60 | 252% |
| Returns for 10 years | 75.10 | 77.28 | 97% |
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