Interact to see
Advertisement
Advertisement
CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$78.26
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
Vanguard Global Wellington Admiral
Price$34.04
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets2.6B
CFIHX vs VGWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. VGWAX commentary
Sep 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 CFIHX is a Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 119B vs. VGWAX (2.6B). CFIHX pays higher dividends than VGWAX: CFIHX (3.21) vs VGWAX (2.98). CFIHX was incepted earlier than VGWAX: CFIHX (9 years) vs VGWAX (8 years). VGWAX (0.35) is less costly to investors than CFIHX (0.27). VGWAX is a more actively managed with annual turnover of: 74.00 vs. CFIHX (56.00). VGWAX has a lower initial minimum investment than CFIHX: VGWAX (50000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 10.70 vs. VGWAX (1.93). CFIHX return over 5 years is better than : 56.71 vs. VGWAX (30.71).
| CFIHX | VGWAX | CFIHX / VGWAX | |
| Total Expense Ratio | 0.27 | 0.35 | 77% |
| Annual Report Gross Expense Ratio | 0.27 | 0.35 | 77% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 15.933 | 9.670 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.6B | 4,577% |
| Annual Yield % from dividends | 3.21 | 2.98 | 108% |
| Returns for 1 year | 10.70 | 1.93 | 555% |
| Returns for 3 years | 48.85 | 29.16 | 168% |
| Returns for 5 years | 56.71 | 30.71 | 185% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement