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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Investor
Price$24.99
Change-$1.64 (-6.16%)
VolumeN/A
CapitalizationN/A
CFIHX vs VGWLX Comparison Chart
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CFIHX vs. VGWLX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. VGWLX (2.56B). 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 : 13.81 vs. VGWLX (7.10). CFIHX return over 5 years is better than : 27.41 vs. VGWLX (20.80).
| 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 | 12.352 | 5.462 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 3.59 | 2.67 | 135% |
| Returns for 1 year | 13.81 | 7.10 | 194% |
| Returns for 3 years | 14.12 | 4.90 | 288% |
| Returns for 5 years | 27.41 | 20.80 | 132% |
| Returns for 10 years | N/A | N/A | - |
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