Ad is loading...
CFIHX vs WASAX
CFIHX vs WASAX Comparison
Open Charts CFIHX vs WASAX
American Funds Capital Income Bldr F3
Price$72.24
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets109.37B
Macquarie Asset Strategy Fund Cl A
Price$21.54
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets1.72B
CFIHX vs WASAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. WASAX commentary
Apr 03, 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 WASAX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 109B vs. WASAX (1.72B). CFIHX pays higher dividends than WASAX: CFIHX (3.47) vs WASAX (1.52). CFIHX was incepted earlier than WASAX: CFIHX (8 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than CFIHX (0.27). WASAX has a lower initial minimum investment than CFIHX: WASAX (1000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 10.51 vs. WASAX (0.80). CFIHX return over 5 years is better than : 58.79 vs. WASAX (37.69).
| CFIHX | WASAX | CFIHX / WASAX | |
| Total Expense Ratio | 0.27 | 1.06 | 25% |
| Annual Report Gross Expense Ratio | 0.27 | 1.06 | 25% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.571 | 1.033 | 539% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.72B | 6,323% |
| Annual Yield % from dividends | 3.47 | 1.52 | 229% |
| Returns for 1 year | 10.51 | 0.80 | 1,317% |
| Returns for 3 years | 14.67 | -1.83 | -802% |
| Returns for 5 years | 58.79 | 37.69 | 156% |
| Returns for 10 years | N/A | -7.17 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...