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CIRAX vs VGWIX
CIRAX vs VGWIX Comparison
Open Charts CIRAX vs VGWIX
American Funds Capital Income Bldr 529A
Price$71.42
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Vanguard Global Wellesley Income I
Price$22.12
Change+$0.14 (+0.64%)
VolumeN/A
Net Assets558.97M
CIRAX vs VGWIX Comparison Chart
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CIRAX vs. VGWIX commentary
Apr 26, 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 Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 107B vs. VGWIX (559M). VGWIX pays higher dividends than CIRAX: VGWIX (3.69) vs CIRAX (3.13). CIRAX was incepted earlier than VGWIX: CIRAX (23 years) vs VGWIX (7 years). CIRAX (0.62) is less costly to investors than VGWIX (0.44). 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 : 10.67 vs. VGWIX (7.49). CIRAX return over 5 years is better than : 53.41 vs. VGWIX (23.46).
| CIRAX | VGWIX | CIRAX / VGWIX | |
| Total Expense Ratio | 0.62 | 0.44 | 141% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 4.255 | 2.555 | 167% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 559M | 19,141% |
| Annual Yield % from dividends | 3.13 | 3.69 | 85% |
| Returns for 1 year | 10.67 | 7.49 | 142% |
| Returns for 3 years | 17.81 | 10.55 | 169% |
| Returns for 5 years | 53.41 | 23.46 | 228% |
| Returns for 10 years | 62.45 | N/A | - |
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