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CAIFX vs GBLEX
CAIFX vs GBLEX Comparison
Open Charts CAIFX vs GBLEX
American Funds Capital Income Bldr F2
Price$77.61
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
American Funds Global Balanced F1
Price$40.26
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
CAIFX vs GBLEX Comparison Chart in %
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CAIFX vs. GBLEX commentary
Jul 28, 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 GBLEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 117B vs. GBLEX (28.4B). CAIFX pays higher dividends than GBLEX: CAIFX (3.20) vs GBLEX (2.00). CAIFX was incepted earlier than GBLEX: CAIFX (17 years) vs GBLEX (14 years). GBLEX (0.86) is less costly to investors than CAIFX (0.38). GBLEX is a more actively managed with annual turnover of: 114.00 vs. CAIFX (56.00). CAIFX (250) and GBLEX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 15.22 vs. GBLEX (8.80). CAIFX return over 5 years is better than : 51.39 vs. GBLEX (25.85).
| CAIFX | GBLEX | CAIFX / GBLEX | |
| Total Expense Ratio | 0.38 | 0.86 | 44% |
| Annual Report Gross Expense Ratio | 0.38 | 0.86 | 44% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 14.216 | 11.047 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.4B | 412% |
| Annual Yield % from dividends | 3.20 | 2.00 | 160% |
| Returns for 1 year | 15.22 | 8.80 | 173% |
| Returns for 3 years | 34.99 | 31.00 | 113% |
| Returns for 5 years | 51.39 | 25.85 | 199% |
| Returns for 10 years | 54.80 | 44.59 | 123% |
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