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CAIFX vs GBLCX
CAIFX vs GBLCX Comparison
Open Charts CAIFX vs GBLCX
American Funds Capital Income Bldr F2
Price$75.08
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
American Funds Global Balanced C
Price$39.03
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets27.3B
CAIFX vs GBLCX Comparison Chart
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CAIFX vs. GBLCX commentary
Jun 16, 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: 114B vs. GBLCX (27.3B). CAIFX pays higher dividends than GBLCX: CAIFX (3.25) vs GBLCX (1.18). 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 : 14.15 vs. GBLCX (4.75). CAIFX return over 5 years is better than : 49.65 vs. GBLCX (22.71).
| 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 | 10.493 | 6.916 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 27.3B | 418% |
| Annual Yield % from dividends | 3.25 | 1.18 | 276% |
| Returns for 1 year | 14.15 | 4.75 | 298% |
| Returns for 3 years | 33.14 | 25.57 | 130% |
| Returns for 5 years | 49.65 | 22.71 | 219% |
| Returns for 10 years | 47.47 | 33.72 | 141% |
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