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CFIHX vs VGWLX
CFIHX vs VGWLX Comparison
Open Charts CFIHX vs VGWLX
American Funds Capital Income Bldr F3
Price$77.15
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Investor
Price$27.74
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets2.72B
CFIHX vs VGWLX Comparison Chart in %
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CFIHX vs. VGWLX 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 121B vs. VGWLX (2.73B). CFIHX pays higher dividends than VGWLX: CFIHX (3.13) vs VGWLX (2.84). CFIHX was incepted earlier than VGWLX: CFIHX (9 years) vs VGWLX (8 years). VGWLX (0.48) is less costly to investors than CFIHX (0.27). VGWLX is a more actively managed with annual turnover of: 74.00 vs. CFIHX (56.00). VGWLX has a lower initial minimum investment than CFIHX: VGWLX (3000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 13.35 vs. VGWLX (10.71). CFIHX return over 5 years is better than : 42.37 vs. VGWLX (21.06).
| CFIHX | VGWLX | CFIHX / VGWLX | |
| Total Expense Ratio | 0.27 | 0.48 | 56% |
| Annual Report Gross Expense Ratio | 0.27 | 0.48 | 56% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 14.288 | 11.235 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.73B | 4,440% |
| Annual Yield % from dividends | 3.13 | 2.84 | 110% |
| Returns for 1 year | 13.35 | 10.71 | 125% |
| Returns for 3 years | 34.42 | 22.04 | 156% |
| Returns for 5 years | 42.37 | 21.06 | 201% |
| Returns for 10 years | N/A | N/A | - |
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