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CIBFX vs VGWIX
CIBFX vs VGWIX Comparison
Open Charts CIBFX vs VGWIX
American Funds Capital Income Bldr F1
Price$68.78
Change+$2.54 (+3.83%)
VolumeN/A
Net Assets100.5B
Vanguard Global Wellesley Income I
Price$21.62
Change+$0.38 (+1.79%)
VolumeN/A
Net Assets558.97M
CIBFX vs VGWIX Comparison Chart
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CIBFX vs. VGWIX commentary
Apr 11, 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 CIBFX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIBFX has more cash in the bank: 100B vs. VGWIX (559M). VGWIX pays higher dividends than CIBFX: VGWIX (3.69) vs CIBFX (3.09). CIBFX was incepted earlier than VGWIX: CIBFX (24 years) vs VGWIX (7 years). CIBFX (0.66) is less costly to investors than VGWIX (0.44). CIBFX has a lower initial minimum investment than VGWIX: CIBFX (250) vs VGWIX (3000). VGWIX annual gain was more profitable for investors over the last year : 2.55 vs. CIBFX (0.94). CIBFX return over 5 years is better than : 35.25 vs. VGWIX (20.32).
| CIBFX | VGWIX | CIBFX / VGWIX | |
| Total Expense Ratio | 0.66 | 0.44 | 150% |
| Annual Report Gross Expense Ratio | 0.66 | 0.44 | 150% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -3.359 | -0.897 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 559M | 17,889% |
| Annual Yield % from dividends | 3.09 | 3.69 | 84% |
| Returns for 1 year | 0.94 | 2.55 | 37% |
| Returns for 3 years | 4.23 | 4.46 | 95% |
| Returns for 5 years | 35.25 | 20.32 | 173% |
| Returns for 10 years | 25.89 | N/A | - |
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