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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$73.09
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$34.06
Change-$0.39 (-1.13%)
VolumeN/A
CapitalizationN/A
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CFIHX vs VGWAX Comparison Chart
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CFIHX vs. VGWAX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. VGWAX (2.57B). 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 : 21.65 vs. VGWAX (15.53). CFIHX return over 5 years is better than : 34.15 vs. VGWAX (28.88).
| 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 | 12.877 | 8.504 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.57B | 4,274% |
| Annual Yield % from dividends | 3.59 | 2.79 | 129% |
| Returns for 1 year | 21.65 | 15.53 | 139% |
| Returns for 3 years | 18.36 | 8.10 | 227% |
| Returns for 5 years | 34.15 | 28.88 | 118% |
| Returns for 10 years | N/A | N/A | - |