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CIBFX vs VGWIX
CIBFX vs VGWIX Comparison
Open Charts CIBFX vs VGWIX
American Funds Capital Income Bldr F1
Price$69.95
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellesley Income I
Price$21.68
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets532.84M
CIBFX vs VGWIX Comparison Chart
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CIBFX vs. VGWIX commentary
Jan 19, 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 Hold and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIBFX has more cash in the bank: 107B vs. VGWIX (533M). 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 : 10.66 vs. VGWIX (6.42). CIBFX return over 5 years is better than : 22.43 vs. VGWIX (10.90).
| 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 | 1.421 | 0.557 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 533M | 20,075% |
| Annual Yield % from dividends | 3.22 | 3.26 | 99% |
| Returns for 1 year | 10.66 | 6.42 | 166% |
| Returns for 3 years | 7.32 | 2.22 | 330% |
| Returns for 5 years | 22.43 | 10.90 | 206% |
| Returns for 10 years | 33.87 | N/A | - |
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