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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$76.76
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets115.86B
Vanguard Global Wellington Admiral
Price$33.42
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets2.57B
CFIHX vs VGWAX Comparison Chart in %
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CFIHX vs. VGWAX commentary
Jul 18, 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 Buy and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 116B vs. VGWAX (2.57B). CFIHX pays higher dividends than VGWAX: CFIHX (3.30) vs VGWAX (3.04). CFIHX was incepted earlier than VGWAX: CFIHX (8 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 : 12.81 vs. VGWAX (0.45). CFIHX return over 5 years is better than : 49.82 vs. VGWAX (26.80).
| CFIHX | VGWAX | CFIHX / VGWAX | |
| Total Expense Ratio | 0.27 | 0.35 | 77% |
| Annual Report Gross Expense Ratio | 0.27 | 0.35 | 77% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 12.959 | 6.450 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.57B | 4,508% |
| Annual Yield % from dividends | 3.30 | 3.04 | 109% |
| Returns for 1 year | 12.81 | 0.45 | 2,828% |
| Returns for 3 years | 36.32 | 18.03 | 201% |
| Returns for 5 years | 49.82 | 26.80 | 186% |
| Returns for 10 years | N/A | N/A | - |
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