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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$78.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Vanguard Global Wellington Investor
Price$27.34
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.53B
CFIHX vs VGWLX Comparison Chart in %
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CFIHX vs. VGWLX commentary
Aug 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 VGWLX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 118B vs. VGWLX (2.54B). CFIHX pays higher dividends than VGWLX: CFIHX (3.30) vs VGWLX (2.94). CFIHX was incepted earlier than VGWLX: CFIHX (9 years) vs VGWLX (8 years). VGWLX (0.48) is less costly to investors than CFIHX (0.27). VGWLX is a more actively managed with annual turnover of: 74.00 vs. CFIHX (56.00). VGWLX has a lower initial minimum investment than CFIHX: VGWLX (3000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 12.92 vs. VGWLX (3.21). CFIHX return over 5 years is better than : 50.17 vs. VGWLX (26.60).
| CFIHX | VGWLX | CFIHX / VGWLX | |
| Total Expense Ratio | 0.27 | 0.48 | 56% |
| Annual Report Gross Expense Ratio | 0.27 | 0.48 | 56% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 14.784 | 9.239 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 3.30 | 2.94 | 112% |
| Returns for 1 year | 12.92 | 3.21 | 403% |
| Returns for 3 years | 30.84 | 14.83 | 208% |
| Returns for 5 years | 50.17 | 26.60 | 189% |
| Returns for 10 years | N/A | N/A | - |
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