Ad is loading...
CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$71.27
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$31.23
Change-$2.07 (-6.22%)
VolumeN/A
CapitalizationN/A
CIRCX vs VGWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. VGWAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. VGWAX (2.56B). VGWAX pays higher dividends than CIRCX: VGWAX (2.79) vs CIRCX (2.49). CIRCX was incepted earlier than VGWAX: CIRCX (23 years) vs VGWAX (7 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. VGWAX (93.00). 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 : 12.56 vs. VGWAX (7.17). CIRCX return over 5 years is better than : 28.67 vs. VGWAX (20.96).
| CIRCX | VGWAX | CIRCX / VGWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 11.151 | 5.520 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 2.49 | 2.79 | 89% |
| Returns for 1 year | 12.56 | 7.17 | 175% |
| Returns for 3 years | 13.49 | 4.98 | 271% |
| Returns for 5 years | 28.67 | 20.96 | 137% |
| Returns for 10 years | 55.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers