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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$31.23
Change-$2.07 (-6.22%)
VolumeN/A
CapitalizationN/A
CFIHX vs VGWAX Comparison Chart
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CFIHX vs. VGWAX commentary
Dec 19, 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 CFIHX is a Buy and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. VGWAX (2.56B). CFIHX pays higher dividends than VGWAX: CFIHX (3.59) vs VGWAX (2.79). CFIHX was incepted earlier than VGWAX: CFIHX (8 years) vs VGWAX (7 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. VGWAX (93.00). 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 : 13.81 vs. VGWAX (7.17). CFIHX return over 5 years is better than : 27.41 vs. VGWAX (20.96).
| CFIHX | VGWAX | CFIHX / VGWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 12.352 | 5.520 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 3.59 | 2.79 | 129% |
| Returns for 1 year | 13.81 | 7.17 | 193% |
| Returns for 3 years | 14.12 | 4.98 | 284% |
| Returns for 5 years | 27.41 | 20.96 | 131% |
| Returns for 10 years | N/A | N/A | - |
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