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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$77.61
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
American Funds Global Balanced R5
Price$40.29
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets28.44B
CAIFX vs RGBFX Comparison Chart in %
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CAIFX vs. RGBFX commentary
Jul 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 Buy and RGBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 117B vs. RGBFX (28.4B). 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 : 15.22 vs. RGBFX (9.18). CAIFX return over 5 years is better than : 51.39 vs. RGBFX (27.36).
| 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 | 14.216 | 11.281 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 28.4B | 412% |
| Annual Yield % from dividends | 3.20 | 2.32 | 138% |
| Returns for 1 year | 15.22 | 9.18 | 166% |
| Returns for 3 years | 34.99 | 32.14 | 109% |
| Returns for 5 years | 51.39 | 27.36 | 188% |
| Returns for 10 years | 54.80 | 46.66 | 117% |
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