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CAIFX vs GBLCX
CAIFX vs GBLCX Comparison
Open Charts CAIFX vs GBLCX
American Funds Capital Income Bldr F2
Price$77.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
American Funds Global Balanced C
Price$40.36
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets28.78B
CAIFX vs GBLCX Comparison Chart in %
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CAIFX vs. GBLCX commentary
Aug 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 GBLCX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 118B vs. GBLCX (28.8B). CAIFX pays higher dividends than GBLCX: CAIFX (3.20) vs GBLCX (1.34). 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 : 12.80 vs. GBLCX (6.22). CAIFX return over 5 years is better than : 49.54 vs. GBLCX (21.43).
| 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 | 14.702 | 11.207 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 28.8B | 410% |
| Annual Yield % from dividends | 3.20 | 1.34 | 239% |
| Returns for 1 year | 12.80 | 6.22 | 206% |
| Returns for 3 years | 30.46 | 23.39 | 130% |
| Returns for 5 years | 49.54 | 21.43 | 231% |
| Returns for 10 years | 55.25 | 40.43 | 137% |
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