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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$73.76
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets112.41B
Vanguard Global Wellington Investor
Price$26.25
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.43B
CFIHX vs VGWLX Comparison Chart
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CFIHX vs. VGWLX commentary
May 23, 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: 112B vs. VGWLX (2.43B). CFIHX pays higher dividends than VGWLX: CFIHX (3.46) vs VGWLX (3.01). CFIHX was incepted earlier than VGWLX: CFIHX (8 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 : 10.79 vs. VGWLX (-0.19). CFIHX return over 5 years is better than : 52.31 vs. VGWLX (33.34).
| CFIHX | VGWLX | CFIHX / VGWLX | |
| Total Expense Ratio | 0.27 | 0.48 | 56% |
| Annual Report Gross Expense Ratio | 0.27 | 0.48 | 56% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 7.866 | 4.611 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 2.43B | 4,605% |
| Annual Yield % from dividends | 3.46 | 3.01 | 115% |
| Returns for 1 year | 10.79 | -0.19 | -5,693% |
| Returns for 3 years | 24.03 | 12.04 | 200% |
| Returns for 5 years | 52.31 | 33.34 | 157% |
| Returns for 10 years | N/A | N/A | - |
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