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CTHEX vs VWINX
CTHEX vs VWINX Comparison
Open Charts CTHEX vs VWINX
American Funds College 2030 529E
Price$14.29
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets4.9B
Vanguard Wellesley® Income I
Price$26.54
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets49.02B
CTHEX vs VWINX Comparison Chart in %
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CTHEX vs. VWINX commentary
Oct 27, 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 CTHEX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. CTHEX (4.9B). VWINX pays higher dividends than CTHEX: VWINX (3.41) vs CTHEX (2.79). CTHEX was incepted earlier than VWINX: CTHEX (13 years) vs VWINX (55 years). CTHEX (0.93) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. CTHEX (10.00). CTHEX has a lower initial minimum investment than VWINX: CTHEX (250) vs VWINX (3000). CTHEX annual gain was more profitable for investors over the last year : 8.85 vs. VWINX (4.16). CTHEX return over 5 years is better than : 11.98 vs. VWINX (5.65).
| CTHEX | VWINX | CTHEX / VWINX | |
| Total Expense Ratio | 0.93 | 0.23 | 404% |
| Annual Report Gross Expense Ratio | 0.93 | 0.23 | 404% |
| Fund Existence | 13 years | 55 years | - |
| Gain YTD | 10.604 | 9.163 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 49B | 10% |
| Annual Yield % from dividends | 2.79 | 3.41 | 82% |
| Returns for 1 year | 8.85 | 4.16 | 213% |
| Returns for 3 years | 31.76 | 15.95 | 199% |
| Returns for 5 years | 11.98 | 5.65 | 212% |
| Returns for 10 years | 35.70 | 26.08 | 137% |
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