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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$79.18
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
American Funds Global Balanced R5
Price$41.26
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets29.75B
CAIFX vs RGBFX Comparison Chart in %
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CAIFX vs. RGBFX 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 RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 120B vs. RGBFX (29.7B). CAIFX pays higher dividends than RGBFX: CAIFX (3.11) vs RGBFX (2.26). CAIFX was incepted earlier than RGBFX: CAIFX (17 years) vs RGBFX (15 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 : 11.00 vs. RGBFX (6.98). CAIFX return over 5 years is better than : 53.88 vs. RGBFX (28.97).
| 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 | 15 years | - |
| Gain YTD | 17.268 | 14.583 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 29.7B | 404% |
| Annual Yield % from dividends | 3.11 | 2.26 | 137% |
| Returns for 1 year | 11.00 | 6.98 | 158% |
| Returns for 3 years | 48.54 | 45.13 | 108% |
| Returns for 5 years | 53.88 | 28.97 | 186% |
| Returns for 10 years | 62.27 | 53.35 | 117% |
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