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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$69.91
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Investor
Price$25.47
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.45B
CFIHX vs VGWLX Comparison Chart
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CFIHX vs. VGWLX 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 107B vs. VGWLX (2.45B). CFIHX pays higher dividends than VGWLX: CFIHX (3.59) vs VGWLX (2.67). CFIHX was incepted earlier than VGWLX: CFIHX (8 years) vs VGWLX (7 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. VGWLX (93.00). 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 : 11.08 vs. VGWLX (2.04). CFIHX return over 5 years is better than : 24.07 vs. VGWLX (14.06).
| CFIHX | VGWLX | CFIHX / VGWLX | |
| 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 | 1.152 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 3.59 | 2.67 | 135% |
| Returns for 1 year | 11.08 | 2.04 | 542% |
| Returns for 3 years | 8.23 | -0.88 | -936% |
| Returns for 5 years | 24.07 | 14.06 | 171% |
| Returns for 10 years | N/A | N/A | - |