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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$75.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Vanguard Global Wellington Admiral
Price$33.35
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets2.52B
CIRCX vs VGWAX Comparison Chart
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CIRCX vs. VGWAX commentary
Jun 07, 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 CIRCX is a Buy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 113B vs. VGWAX (2.52B). VGWAX pays higher dividends than CIRCX: VGWAX (3.06) vs CIRCX (2.29). CIRCX was incepted earlier than VGWAX: CIRCX (23 years) vs VGWAX (8 years). CIRCX (1.37) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than VGWAX: CIRCX (250) vs VGWAX (50000). CIRCX annual gain was more profitable for investors over the last year : 12.19 vs. VGWAX (1.83). CIRCX return over 5 years is better than : 43.81 vs. VGWAX (25.39).
| CIRCX | VGWAX | CIRCX / VGWAX | |
| Total Expense Ratio | 1.37 | 0.35 | 391% |
| Annual Report Gross Expense Ratio | 1.37 | 0.35 | 391% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.477 | 6.281 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.52B | 4,488% |
| Annual Yield % from dividends | 2.29 | 3.06 | 75% |
| Returns for 1 year | 12.19 | 1.83 | 666% |
| Returns for 3 years | 20.96 | 10.82 | 194% |
| Returns for 5 years | 43.81 | 25.39 | 173% |
| Returns for 10 years | 64.01 | N/A | - |
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