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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$79.11
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets119.67B
Vanguard Global Wellington Investor
Price$27.59
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.6B
CFIHX vs VGWLX Comparison Chart in %
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CFIHX vs. VGWLX commentary
Sep 16, 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 StrongBuy and VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 120B vs. VGWLX (2.6B). CFIHX pays higher dividends than VGWLX: CFIHX (3.21) vs VGWLX (2.86). 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 : 13.27 vs. VGWLX (1.98). CFIHX return over 5 years is better than : 54.51 vs. VGWLX (27.32).
| 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 | 17.858 | 10.118 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.6B | 4,615% |
| Annual Yield % from dividends | 3.21 | 2.86 | 112% |
| Returns for 1 year | 13.27 | 1.98 | 670% |
| Returns for 3 years | 43.11 | 23.14 | 186% |
| Returns for 5 years | 54.51 | 27.32 | 200% |
| Returns for 10 years | N/A | N/A | - |
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