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CAIFX vs GLBLX
CAIFX vs GLBLX Comparison
Open Charts CAIFX vs GLBLX
American Funds Capital Income Bldr F2
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
Leuthold Global Retail
Price$9.27
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets20.88M
CAIFX vs GLBLX Comparison Chart in %
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CAIFX vs. GLBLX commentary
Dec 27, 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 Hold and GLBLX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 121B vs. GLBLX (20.9M). CAIFX pays higher dividends than GLBLX: CAIFX (3.03) vs GLBLX (1.45). CAIFX was incepted earlier than GLBLX: CAIFX (17 years) vs GLBLX (18 years). GLBLX (2.33) is less costly to investors than CAIFX (0.38). GLBLX is a more actively managed with annual turnover of: 64.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than GLBLX: CAIFX (250) vs GLBLX (10000). CAIFX annual gain was more profitable for investors over the last year : 13.37 vs. GLBLX (6.67). CAIFX return over 5 years is better than : 41.67 vs. GLBLX (9.84).
| CAIFX | GLBLX | CAIFX / GLBLX | |
| Total Expense Ratio | 0.38 | 2.32 | 16% |
| Annual Report Gross Expense Ratio | 0.38 | 2.33 | 16% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 14.114 | 7.292 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 20.9M | 578,947% |
| Annual Yield % from dividends | 3.03 | 1.45 | 209% |
| Returns for 1 year | 13.37 | 6.67 | 200% |
| Returns for 3 years | 34.05 | 9.64 | 353% |
| Returns for 5 years | 41.67 | 9.84 | 424% |
| Returns for 10 years | 62.01 | 0.53 | 11,786% |
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