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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$69.91
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Admiral
Price$31.84
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets2.45B
CFIHX vs VGWAX Comparison Chart
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CFIHX vs. VGWAX commentary
Jan 19, 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: 107B 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 : 11.08 vs. VGWAX (2.09). CFIHX return over 5 years is better than : 24.07 vs. VGWAX (14.17).
| 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 | 1.436 | 1.144 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 3.59 | 2.79 | 129% |
| Returns for 1 year | 11.08 | 2.09 | 530% |
| Returns for 3 years | 8.23 | -0.81 | -1,017% |
| Returns for 5 years | 24.07 | 14.17 | 170% |
| Returns for 10 years | N/A | N/A | - |