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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$78.33
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets117.97B
Vanguard Global Wellington Admiral
Price$34.22
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets2.53B
CFIHX vs VGWAX Comparison Chart in %
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CFIHX vs. VGWAX commentary
Sep 02, 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 Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 118B vs. VGWAX (2.54B). 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 : 11.33 vs. VGWAX (1.09). CFIHX return over 5 years is better than : 49.88 vs. VGWAX (25.79).
| 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 | 15.269 | 9.391 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 3.21 | 2.98 | 108% |
| Returns for 1 year | 11.33 | 1.09 | 1,041% |
| Returns for 3 years | 37.13 | 20.29 | 183% |
| Returns for 5 years | 49.88 | 25.79 | 193% |
| Returns for 10 years | N/A | N/A | - |
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