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CFIHX vs WASAX
CFIHX vs WASAX Comparison
Open Charts CFIHX vs WASAX
American Funds Capital Income Bldr F3
Price$71.85
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl A
Price$22.61
Change-$0.25 (-1.09%)
VolumeN/A
CapitalizationN/A
CFIHX vs WASAX Comparison Chart
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CFIHX vs. WASAX commentary
Nov 18, 2024
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: 107B 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 (24 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). WASAX annual gain was more profitable for investors over the last year : 20.38 vs. CFIHX (18.29). CFIHX return over 5 years is better than : 28.62 vs. WASAX (12.57).
| CFIHX | WASAX | CFIHX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 10.962 | 13.985 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.79B | 5,981% |
| Annual Yield % from dividends | 3.59 | 2.86 | 125% |
| Returns for 1 year | 18.29 | 20.38 | 90% |
| Returns for 3 years | 12.58 | -11.37 | -111% |
| Returns for 5 years | 28.62 | 12.57 | 228% |
| Returns for 10 years | N/A | -18.65 | - |
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