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CIBFX vs VGWIX
CIBFX vs VGWIX Comparison
Open Charts CIBFX vs VGWIX
American Funds Capital Income Bldr F1
Price$73.89
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellesley Income I
Price$22.28
Change-$0.06 (-0.27%)
VolumeN/A
CapitalizationN/A
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CIBFX vs VGWIX Comparison Chart
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CIBFX vs. VGWIX commentary
Oct 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: 111B vs. VGWIX (559M). 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 : 23.46 vs. VGWIX (15.61). CIBFX return over 5 years is better than : 33.15 vs. VGWIX (16.85).
| 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 | 13.664 | 7.683 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 559M | 19,857% |
| Annual Yield % from dividends | 3.22 | 3.26 | 99% |
| Returns for 1 year | 23.46 | 15.61 | 150% |
| Returns for 3 years | 15.88 | 5.60 | 283% |
| Returns for 5 years | 33.15 | 16.85 | 197% |
| Returns for 10 years | 45.97 | N/A | - |
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