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CAIFX vs GBLEX
CAIFX vs GBLEX Comparison
Open Charts CAIFX vs GBLEX
American Funds Capital Income Bldr F2
Price$78.65
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
American Funds Global Balanced F1
Price$40.85
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets29.39B
CAIFX vs GBLEX Comparison Chart in %
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CAIFX vs. GBLEX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 119B vs. GBLEX (29.4B). CAIFX pays higher dividends than GBLEX: CAIFX (3.12) vs GBLEX (1.96). CAIFX was incepted earlier than GBLEX: CAIFX (17 years) vs GBLEX (15 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 : 10.47 vs. GBLEX (4.34). CAIFX return over 5 years is better than : 56.91 vs. GBLEX (29.66).
| 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 | 15 years | - |
| Gain YTD | 16.483 | 13.210 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 29.4B | 405% |
| Annual Yield % from dividends | 3.12 | 1.96 | 159% |
| Returns for 1 year | 10.47 | 4.34 | 241% |
| Returns for 3 years | 49.95 | 44.98 | 111% |
| Returns for 5 years | 56.91 | 29.66 | 192% |
| Returns for 10 years | 72.05 | 58.11 | 124% |
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