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CIBFX vs VGWIX
CIBFX vs VGWIX Comparison
Open Charts CIBFX vs VGWIX
American Funds Capital Income Bldr F1
Price$72.47
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Vanguard Global Wellesley Income I
Price$22.04
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets536.24M
CIBFX vs VGWIX Comparison Chart
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CIBFX vs. VGWIX commentary
Feb 23, 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 StrongBuy and VGWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIBFX has more cash in the bank: 110B vs. VGWIX (536M). 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 : 12.07 vs. VGWIX (7.42). CIBFX return over 5 years is better than : 27.53 vs. VGWIX (12.25).
| 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 | 5.075 | 2.226 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 536M | 20,522% |
| Annual Yield % from dividends | 3.22 | 3.26 | 99% |
| Returns for 1 year | 12.07 | 7.42 | 163% |
| Returns for 3 years | 13.67 | 6.13 | 223% |
| Returns for 5 years | 27.53 | 12.25 | 225% |
| Returns for 10 years | 35.38 | N/A | - |