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CFIHX vs VGWAX
CFIHX vs VGWAX Comparison
Open Charts CFIHX vs VGWAX
American Funds Capital Income Bldr F3
Price$77.15
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Admiral
Price$34.67
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets2.72B
CFIHX vs VGWAX Comparison Chart in %
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CFIHX vs. VGWAX commentary
Dec 28, 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 CFIHX is a Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 121B vs. VGWAX (2.73B). CFIHX pays higher dividends than VGWAX: CFIHX (3.13) vs VGWAX (2.95). CFIHX was incepted earlier than VGWAX: CFIHX (9 years) vs VGWAX (8 years). VGWAX (0.35) is less costly to investors than CFIHX (0.27). VGWAX is a more actively managed with annual turnover of: 74.00 vs. CFIHX (56.00). VGWAX has a lower initial minimum investment than CFIHX: VGWAX (50000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 13.35 vs. VGWAX (10.75). CFIHX return over 5 years is better than : 42.37 vs. VGWAX (21.19).
| CFIHX | VGWAX | CFIHX / VGWAX | |
| Total Expense Ratio | 0.27 | 0.35 | 77% |
| Annual Report Gross Expense Ratio | 0.27 | 0.35 | 77% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 14.288 | 11.243 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.73B | 4,440% |
| Annual Yield % from dividends | 3.13 | 2.95 | 106% |
| Returns for 1 year | 13.35 | 10.75 | 124% |
| Returns for 3 years | 34.42 | 22.16 | 155% |
| Returns for 5 years | 42.37 | 21.19 | 200% |
| Returns for 10 years | N/A | N/A | - |
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