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CAPFX vs VWINX
CAPFX vs VWINX Comparison
Open Charts CAPFX vs VWINX
Federated Hermes Capital Income F
Price$8.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$26.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CAPFX vs VWINX Comparison Chart
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CAPFX vs. VWINX commentary
Sep 16, 2024
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 CAPFX is a StrongBuy and VWINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. CAPFX (692M). VWINX (3.38) and CAPFX (3.27) have matching dividends . CAPFX was incepted earlier than VWINX: CAPFX (28 years) vs VWINX (54 years). CAPFX (54.00) and VWINX (53.00) have comparable annual turnover. CAPFX has a lower initial minimum investment than VWINX: CAPFX (1500) vs VWINX (3000). CAPFX annual gain was more profitable for investors over the last year : 15.97 vs. VWINX (10.44). CAPFX return over 5 years is better than : 31.94 vs. VWINX (7.29).
| CAPFX | VWINX | CAPFX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 54 years | - |
| Gain YTD | 9.475 | 7.227 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 692M | 51.5B | 1% |
| Annual Yield % from dividends | 3.27 | 3.38 | 97% |
| Returns for 1 year | 15.97 | 10.44 | 153% |
| Returns for 3 years | 7.83 | -6.28 | -125% |
| Returns for 5 years | 31.94 | 7.29 | 438% |
| Returns for 10 years | 42.69 | 23.63 | 181% |
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