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CFIHX vs WASAX
CFIHX vs WASAX Comparison
Open Charts CFIHX vs WASAX
American Funds Capital Income Bldr F3
Price$72.46
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Macquarie Asset Strategy Fund Cl A
Price$22.11
Change-$0.25 (-1.12%)
VolumeN/A
Net Assets1.79B
CFIHX vs WASAX Comparison Chart
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CFIHX vs. WASAX commentary
Feb 23, 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 WASAX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. WASAX (1.79B). CFIHX pays higher dividends than WASAX: CFIHX (3.59) vs WASAX (2.86). CFIHX was incepted earlier than WASAX: CFIHX (8 years) vs WASAX (25 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. WASAX (74.00). 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 : 12.51 vs. WASAX (6.13). CFIHX return over 5 years is better than : 29.26 vs. WASAX (9.02).
| CFIHX | WASAX | CFIHX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.136 | 3.852 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.79B | 6,159% |
| Annual Yield % from dividends | 3.59 | 2.86 | 125% |
| Returns for 1 year | 12.51 | 6.13 | 204% |
| Returns for 3 years | 14.66 | 1.18 | 1,241% |
| Returns for 5 years | 29.26 | 9.02 | 324% |
| Returns for 10 years | N/A | -6.03 | - |
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