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CAIFX vs GBLCX
CAIFX vs GBLCX Comparison
Open Charts CAIFX vs GBLCX
American Funds Capital Income Bldr F2
Price$78.63
Change+$0.55 (+0.70%)
VolumeN/A
Net Assets118.23B
American Funds Global Balanced C
Price$40.67
Change+$0.12 (+0.30%)
VolumeN/A
Net Assets29.03B
CAIFX vs GBLCX Comparison Chart in %
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CAIFX vs. GBLCX commentary
Sep 09, 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 GBLCX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. GBLCX (29B). CAIFX pays higher dividends than GBLCX: CAIFX (3.12) vs GBLCX (1.32). CAIFX was incepted earlier than GBLCX: CAIFX (17 years) vs GBLCX (15 years). GBLCX (1.55) is less costly to investors than CAIFX (0.38). GBLCX is a more actively managed with annual turnover of: 114.00 vs. CAIFX (56.00). CAIFX (250) and GBLCX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 12.13 vs. GBLCX (6.17). CAIFX return over 5 years is better than : 50.87 vs. GBLCX (21.40).
| CAIFX | GBLCX | CAIFX / GBLCX | |
| Total Expense Ratio | 0.38 | 1.55 | 25% |
| Annual Report Gross Expense Ratio | 0.38 | 1.55 | 25% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 15.511 | 11.730 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 29B | 407% |
| Annual Yield % from dividends | 3.12 | 1.32 | 237% |
| Returns for 1 year | 12.13 | 6.17 | 197% |
| Returns for 3 years | 39.15 | 32.55 | 120% |
| Returns for 5 years | 50.87 | 21.40 | 238% |
| Returns for 10 years | 63.74 | 47.14 | 135% |
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