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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$76.91
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
American Funds Global Balanced R5
Price$39.92
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets28.13B
CAIFX vs RGBFX Comparison Chart in %
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CAIFX vs. RGBFX commentary
Jul 06, 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 RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 116B vs. RGBFX (28.1B). CAIFX pays higher dividends than RGBFX: CAIFX (3.20) vs RGBFX (2.32). CAIFX was incepted earlier than RGBFX: CAIFX (17 years) vs RGBFX (14 years). RGBFX (0.52) is less costly to investors than CAIFX (0.38). RGBFX is a more actively managed with annual turnover of: 114.00 vs. CAIFX (56.00). CAIFX (250) and RGBFX (250) have matching initial minimum investment requirements. CAIFX annual gain was more profitable for investors over the last year : 15.98 vs. RGBFX (8.04). CAIFX return over 5 years is better than : 51.58 vs. RGBFX (28.26).
| CAIFX | RGBFX | CAIFX / RGBFX | |
| Total Expense Ratio | 0.38 | 0.52 | 73% |
| Annual Report Gross Expense Ratio | 0.38 | 0.52 | 73% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 13.186 | 10.259 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 28.1B | 413% |
| Annual Yield % from dividends | 3.20 | 2.32 | 138% |
| Returns for 1 year | 15.98 | 8.04 | 199% |
| Returns for 3 years | 34.07 | 31.29 | 109% |
| Returns for 5 years | 51.58 | 28.26 | 183% |
| Returns for 10 years | 54.63 | 46.23 | 118% |
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