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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$74.84
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets113.35B
Vanguard Global Wellington Investor
Price$26.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.52B
CFIHX vs VGWLX Comparison Chart in %
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CFIHX vs. VGWLX commentary
Jun 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 113B vs. VGWLX (2.52B). CFIHX pays higher dividends than VGWLX: CFIHX (3.35) vs VGWLX (2.94). 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 : 13.24 vs. VGWLX (3.07). CFIHX return over 5 years is better than : 48.91 vs. VGWLX (29.13).
| 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 | 10.134 | 6.324 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.52B | 4,488% |
| Annual Yield % from dividends | 3.35 | 2.94 | 114% |
| Returns for 1 year | 13.24 | 3.07 | 431% |
| Returns for 3 years | 34.56 | 19.26 | 179% |
| Returns for 5 years | 48.91 | 29.13 | 168% |
| Returns for 10 years | N/A | N/A | - |
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