Ad is loading...
CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$72.46
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Vanguard Global Wellington Admiral
Price$32.55
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets2.45B
CFIHX vs VGWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. VGWAX commentary
Feb 23, 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 StrongBuy and VGWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. VGWAX (2.45B). 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 : 12.51 vs. VGWAX (2.61). CFIHX return over 5 years is better than : 29.26 vs. VGWAX (17.17).
| 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 | 5.136 | 3.399 | 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 | 2.45B | 4,497% |
| Annual Yield % from dividends | 3.59 | 2.79 | 129% |
| Returns for 1 year | 12.51 | 2.61 | 480% |
| Returns for 3 years | 14.66 | 4.05 | 362% |
| Returns for 5 years | 29.26 | 17.17 | 170% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSECX | 33.01 | -0.30 | -0.90% |
| Calvert Equity C | |||
| MDSCX | 12.31 | -0.17 | -1.36% |
| BlackRock Sustainable Advantage Gl EqIns | |||
| TASCX | 18.45 | -0.39 | -2.07% |
| Third Avenue Small Cap Value Instl | |||
| OMSYX | 28.73 | -0.61 | -2.08% |
| Invesco Main Street All Cap Y | |||
| TVAFX | 77.06 | -2.34 | -2.95% |
| Thornburg Small/Mid Cap Core A | |||