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CAIFX vs IMRFX
CAIFX vs IMRFX Comparison
Open Charts CAIFX vs IMRFX
American Funds Capital Income Bldr F2
Price$79.18
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Columbia Global Opportunities A
Price$15.34
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets322.84M
CAIFX vs IMRFX Comparison Chart in %
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CAIFX vs. IMRFX commentary
Oct 19, 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 IMRFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 120B vs. IMRFX (323M). CAIFX pays higher dividends than IMRFX: CAIFX (3.11) vs IMRFX (0.41). 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: 122.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than IMRFX: CAIFX (250) vs IMRFX (2000). CAIFX (11.00) and IMRFX (10.94) have marching annual gain over last year. CAIFX return over 5 years is better than : 53.88 vs. IMRFX (3.72).
| 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 | 17.268 | 13.630 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 323M | 37,152% |
| Annual Yield % from dividends | 3.11 | 0.41 | 755% |
| Returns for 1 year | 11.00 | 10.94 | 101% |
| Returns for 3 years | 48.54 | 35.06 | 138% |
| Returns for 5 years | 53.88 | 3.72 | 1,448% |
| Returns for 10 years | 62.27 | 40.77 | 153% |
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