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CIBFX vs VGWIX
CIBFX vs VGWIX Comparison
Open Charts CIBFX vs VGWIX
American Funds Capital Income Bldr F1
Price$72.73
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$21.93
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
CIBFX vs VGWIX Comparison Chart
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CIBFX vs. VGWIX commentary
Dec 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 CIBFX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIBFX has more cash in the bank: 109B vs. VGWIX (546M). VGWIX (3.26) and CIBFX (3.22) have matching dividends . CIBFX was incepted earlier than VGWIX: CIBFX (24 years) vs VGWIX (7 years). VGWIX is a more actively managed with annual turnover of: 150.00 vs. CIBFX (106.00). CIBFX has a lower initial minimum investment than VGWIX: CIBFX (250) vs VGWIX (3000). CIBFX annual gain was more profitable for investors over the last year : 13.36 vs. VGWIX (7.02). CIBFX return over 5 years is better than : 25.80 vs. VGWIX (12.88).
| CIBFX | VGWIX | CIBFX / VGWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 11.910 | 5.706 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 546M | 19,963% |
| Annual Yield % from dividends | 3.22 | 3.26 | 99% |
| Returns for 1 year | 13.36 | 7.02 | 190% |
| Returns for 3 years | 13.12 | 3.36 | 391% |
| Returns for 5 years | 25.80 | 12.88 | 200% |
| Returns for 10 years | 37.68 | N/A | - |