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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$76.82
Change-$0.32 (-0.41%)
VolumeN/A
Net Assets116.7B
Vanguard Global Wellington Investor
Price$26.84
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets2.57B
CFIHX vs VGWLX Comparison Chart in %
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CFIHX vs. VGWLX commentary
Jul 12, 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: 117B vs. VGWLX (2.57B). CFIHX pays higher dividends than VGWLX: CFIHX (3.30) vs VGWLX (2.92). 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 : 13.97 vs. VGWLX (2.39). CFIHX return over 5 years is better than : 52.24 vs. VGWLX (30.27).
| 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 | 13.047 | 7.241 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.57B | 4,547% |
| Annual Yield % from dividends | 3.30 | 2.92 | 113% |
| Returns for 1 year | 13.97 | 2.39 | 585% |
| Returns for 3 years | 36.18 | 19.04 | 190% |
| Returns for 5 years | 52.24 | 30.27 | 173% |
| Returns for 10 years | N/A | N/A | - |
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