Finny logo
Dibs:
Dibs:
0

CFIGX vs VWELX

Both CFIGX and VWELX are mutual funds. CFIGX has a lower 5-year return than VWELX (10.35% vs 12.25%). CFIGX has a higher expense ratio than VWELX (1.75% vs 0.24%). Below is the comparison between CFIGX and VWELX.

CFIGX VWELX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family Columbia Threadneedle Vanguard
Net Assets $249.30M $17.06B
Expense Ratio 1.75% 0.24%
Management Style active active
Dividend Yield 3.27% 1.68%
Minimum Investment $2,000.00 $3,000.00
YTD Return 11.94% 13.71%
1-Year Return 0.14% 4.16%
3-Year Return 10.36% 12.96%
5-Year Return 10.35% 12.25%
10-Year Return 9.22% 11.34%

CFIGX description

The Fund seeks to provide shareholders current income, with long-term capital appreciation. The Fund invests broadly in debt, equity, and/or convertible securities. The Fund allocates its investments from one asset class to another based upon internal analysis.

CFIGX performance & returns

YTD Return 11.94%
1-Month Return -0.25%
3-Month Return 0.14%
1-Year Return 0.14%
3-Year Return 10.36%
5-Year Return 10.35%
10-Year Return 9.22%
CFIGX expense ratio is 1.75%.

CFIGX holdings

Top 10 Holdings (11.57% of Total Assets)

Name Symbol % Assets
DTE Energy Co Units DTP 1.59%
Broadcom Inc AVGO 1.44%
Verizon Communications Inc VZ 1.20%
BWAY Holding Company 7.25% N/A 1.17%
ARD Finance S.A. N/A 1.08%
Indigo Natural Resources LLC 6.88% N/A 1.05%
NextEra Energy Inc Unit (Corporate Unit 09/01/2023) NEEPQ 1.02%
Constellium SE 6.62% N/A 1.02%
Morgan Stanley MS 1.00%
AbbVie Inc ABBV 1.00%

Other relevant CFIGX comparisons

You may also want to check out the following CFIGX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VWELX description

The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds.

VWELX performance & returns

YTD Return 13.71%
1-Month Return 0.08%
3-Month Return 4.16%
1-Year Return 4.16%
3-Year Return 12.96%
5-Year Return 12.25%
10-Year Return 11.34%
VWELX expense ratio is 0.24%.

VWELX holdings

Top 10 Holdings (23.85% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.98%
Apple Inc AAPL 4.00%
Alphabet Inc A GOOGL 3.50%
McDonald's Corp MCD 1.93%
Pfizer Inc PFE 1.65%
Nestle SA NESN 1.59%
Bank of America Corp BAC 1.57%
Facebook Inc A FB 1.56%
Cisco Systems Inc CSCO 1.54%
JPMorgan Chase & Co JPM 1.53%

Other relevant VWELX comparisons

You may also want to check out the following VWELX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us