Interact to see
Advertisement
Advertisement
CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
Columbia Global Opportunities A
Price$13.34
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets319.25M
CAIFX vs IMRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. IMRFX 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 IMRFX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 121B vs. IMRFX (319M). CAIFX pays higher dividends than IMRFX: CAIFX (3.03) vs IMRFX (0.40). CAIFX was incepted earlier than IMRFX: CAIFX (17 years) vs IMRFX (41 years). IMRFX (1.22) is less costly to investors than CAIFX (0.38). IMRFX is a more actively managed with annual turnover of: 100.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than IMRFX: CAIFX (250) vs IMRFX (2000). CAIFX annual gain was more profitable for investors over the last year : 13.37 vs. IMRFX (-2.27). CAIFX return over 5 years is better than : 41.67 vs. IMRFX (-12.46).
| CAIFX | IMRFX | CAIFX / IMRFX | |
| Total Expense Ratio | 0.38 | 1.22 | 31% |
| Annual Report Gross Expense Ratio | 0.38 | 1.22 | 31% |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 14.114 | -1.185 | -1,191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 319M | 37,931% |
| Annual Yield % from dividends | 3.03 | 0.40 | 749% |
| Returns for 1 year | 13.37 | -2.27 | -589% |
| Returns for 3 years | 34.05 | 17.86 | 191% |
| Returns for 5 years | 41.67 | -12.46 | -334% |
| Returns for 10 years | 62.01 | 22.85 | 271% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AUSF | 46.97 | 0.21 | +0.45% |
| Global X Adaptive US Factor ETF | |||
| SHY | 82.73 | 0.05 | +0.06% |
| iShares 1-3 Year Treasury Bond ETF | |||
| IBIB | 25.32 | N/A | N/A |
| iShares iBonds Oct 2025 Term TIPS ETF | |||
| CPSO | 27.07 | N/A | N/A |
| Calamos S&P 500 Str Alt Prt ETF-Oct | |||
| GCC | 21.72 | -0.01 | -0.07% |
| WisdomTree Enhanced Commodity Stgy Fd | |||