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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Vanguard Global Wellington Admiral
Price$34.67
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets2.66B
CFIHX vs VGWAX Comparison Chart in %
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CFIHX vs. VGWAX commentary
Nov 20, 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 (2.66B). CFIHX pays higher dividends than VGWAX: CFIHX (3.21) vs VGWAX (3.02). 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 : 13.42 vs. VGWAX (5.15). CFIHX return over 5 years is better than : 48.38 vs. VGWAX (23.31).
| 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 | 17.014 | 11.435 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.66B | 4,474% |
| Annual Yield % from dividends | 3.21 | 3.02 | 106% |
| Returns for 1 year | 13.42 | 5.15 | 261% |
| Returns for 3 years | 38.10 | 19.94 | 191% |
| Returns for 5 years | 48.38 | 23.31 | 208% |
| Returns for 10 years | N/A | N/A | - |
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