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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$75.08
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
American Funds Global Balanced R5
Price$39.21
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets27.47B
CAIFX vs RGBFX Comparison Chart
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CAIFX vs. RGBFX commentary
Jun 15, 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: 115B vs. RGBFX (27.5B). CAIFX pays higher dividends than RGBFX: CAIFX (3.25) vs RGBFX (2.18). 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 : 14.15 vs. RGBFX (5.81). CAIFX return over 5 years is better than : 49.65 vs. RGBFX (27.12).
| 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 | 10.493 | 7.399 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 27.5B | 418% |
| Annual Yield % from dividends | 3.25 | 2.18 | 149% |
| Returns for 1 year | 14.15 | 5.81 | 243% |
| Returns for 3 years | 33.14 | 28.60 | 116% |
| Returns for 5 years | 49.65 | 27.12 | 183% |
| Returns for 10 years | 47.47 | 39.51 | 120% |
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