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CAIFX vs GBLCX
CAIFX vs GBLCX Comparison
Open Charts CAIFX vs GBLCX
American Funds Capital Income Bldr F2
Price$76.91
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced C
Price$39.81
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CAIFX vs GBLCX Comparison Chart in %
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CAIFX vs. GBLCX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. GBLCX (28.1B). CAIFX pays higher dividends than GBLCX: CAIFX (3.20) vs GBLCX (1.34). CAIFX was incepted earlier than GBLCX: CAIFX (17 years) vs GBLCX (14 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 : 15.98 vs. GBLCX (6.94). CAIFX return over 5 years is better than : 51.58 vs. GBLCX (23.52).
| 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 | 14 years | - |
| Gain YTD | 13.186 | 9.691 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 28.1B | 413% |
| Annual Yield % from dividends | 3.20 | 1.34 | 239% |
| Returns for 1 year | 15.98 | 6.94 | 230% |
| Returns for 3 years | 34.07 | 27.82 | 122% |
| Returns for 5 years | 51.58 | 23.52 | 219% |
| Returns for 10 years | 54.63 | 39.76 | 137% |
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