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CIRAX vs VGWIX
CIRAX vs VGWIX Comparison
Open Charts CIRAX vs VGWIX
American Funds Capital Income Bldr 529A
Price$79.14
Change-$0.39 (-0.49%)
VolumeN/A
Net Assets119.67B
Vanguard Global Wellesley Income I
Price$23.32
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets638.95M
CIRAX vs VGWIX Comparison Chart in %
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CIRAX vs. VGWIX commentary
Sep 16, 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 CIRAX is a StrongBuy and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 120B vs. VGWIX (639M). VGWIX pays higher dividends than CIRAX: VGWIX (3.56) vs CIRAX (2.90). CIRAX was incepted earlier than VGWIX: CIRAX (24 years) vs VGWIX (8 years). CIRAX (0.62) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. CIRAX (56.00). CIRAX has a lower initial minimum investment than VGWIX: CIRAX (250) vs VGWIX (3000). CIRAX annual gain was more profitable for investors over the last year : 12.72 vs. VGWIX (6.16). CIRAX return over 5 years is better than : 57.84 vs. VGWIX (21.95).
| CIRAX | VGWIX | CIRAX / VGWIX | |
| Total Expense Ratio | 0.62 | 0.44 | 141% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 16.806 | 9.404 | 179% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 639M | 18,779% |
| Annual Yield % from dividends | 2.90 | 3.56 | 82% |
| Returns for 1 year | 12.72 | 6.16 | 207% |
| Returns for 3 years | 41.29 | 25.07 | 165% |
| Returns for 5 years | 57.84 | 21.95 | 264% |
| Returns for 10 years | 97.49 | N/A | - |
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