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CAIFX vs RGBFX
CAIFX vs RGBFX Comparison
Open Charts CAIFX vs RGBFX
American Funds Capital Income Bldr F2
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
American Funds Global Balanced R5
Price$40.45
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets30.29B
CAIFX vs RGBFX Comparison Chart in %
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CAIFX vs. RGBFX commentary
Dec 26, 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 Hold and RGBFX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 121B vs. RGBFX (30.3B). CAIFX pays higher dividends than RGBFX: CAIFX (3.03) vs RGBFX (2.20). 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 : 13.37 vs. RGBFX (11.15). CAIFX return over 5 years is better than : 41.67 vs. RGBFX (18.71).
| 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 | 14.114 | 12.333 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 30.3B | 399% |
| Annual Yield % from dividends | 3.03 | 2.20 | 137% |
| Returns for 1 year | 13.37 | 11.15 | 120% |
| Returns for 3 years | 34.05 | 32.17 | 106% |
| Returns for 5 years | 41.67 | 18.71 | 223% |
| Returns for 10 years | 62.01 | 56.94 | 109% |
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