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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$72.04
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$33.40
Change-$0.08 (-0.24%)
VolumeN/A
CapitalizationN/A
CIRCX vs VGWAX Comparison Chart
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CIRCX vs. VGWAX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. VGWAX (2.53B). 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 : 16.99 vs. VGWAX (11.13). CIRCX return over 5 years is better than : 29.88 vs. VGWAX (22.86).
| 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 | 9.885 | 5.837 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.53B | 4,234% |
| Annual Yield % from dividends | 2.49 | 2.79 | 89% |
| Returns for 1 year | 16.99 | 11.13 | 153% |
| Returns for 3 years | 11.98 | 2.41 | 496% |
| Returns for 5 years | 29.88 | 22.86 | 131% |
| Returns for 10 years | 53.04 | N/A | - |
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