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CFIHX vs WASAX
CFIHX vs WASAX Comparison
Open Charts CFIHX vs WASAX
American Funds Capital Income Bldr F3
Price$76.53
Change+$0.20 (+0.26%)
VolumeN/A
Net Assets115.54B
Macquarie Asset Strategy Fund Cl A
Price$23.23
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.82B
CFIHX vs WASAX Comparison Chart in %
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CFIHX vs. WASAX commentary
Jul 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 116B vs. WASAX (1.82B). CFIHX pays higher dividends than WASAX: CFIHX (3.30) vs WASAX (1.21). 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 is a more actively managed with annual turnover of: 67.00 vs. CFIHX (56.00). 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 : 15.50 vs. WASAX (6.84). CFIHX return over 5 years is better than : 51.31 vs. WASAX (24.78).
| 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 | 11.855 | 9.957 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.82B | 6,374% |
| Annual Yield % from dividends | 3.30 | 1.21 | 272% |
| Returns for 1 year | 15.50 | 6.84 | 227% |
| Returns for 3 years | 32.78 | 21.52 | 152% |
| Returns for 5 years | 51.31 | 24.78 | 207% |
| Returns for 10 years | N/A | 2.25 | - |