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CFIHX vs WASAX
CFIHX vs WASAX Comparison
Open Charts CFIHX vs WASAX
American Funds Capital Income Bldr F3
Price$69.91
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Macquarie Asset Strategy Fund Cl A
Price$21.67
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets1.77B
CFIHX vs WASAX Comparison Chart
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CFIHX vs. WASAX commentary
Jan 19, 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 Hold and WASAX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 107B vs. WASAX (1.77B). 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 : 11.08 vs. WASAX (9.98). CFIHX return over 5 years is better than : 24.07 vs. WASAX (6.99).
| 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 | 1.436 | 1.785 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.77B | 6,042% |
| Annual Yield % from dividends | 3.59 | 2.86 | 125% |
| Returns for 1 year | 11.08 | 9.98 | 111% |
| Returns for 3 years | 8.23 | -4.15 | -198% |
| Returns for 5 years | 24.07 | 6.99 | 344% |
| Returns for 10 years | N/A | -3.36 | - |
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