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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$70.19
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Admiral
Price$31.84
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets2.45B
CIRCX vs VGWAX Comparison Chart
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CIRCX vs. VGWAX commentary
Jan 19, 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 Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. VGWAX (2.45B). 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 : 9.87 vs. VGWAX (2.09). CIRCX return over 5 years is better than : 24.32 vs. VGWAX (14.17).
| 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 | 1.387 | 1.144 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 2.49 | 2.79 | 89% |
| Returns for 1 year | 9.87 | 2.09 | 473% |
| Returns for 3 years | 7.65 | -0.81 | -945% |
| Returns for 5 years | 24.32 | 14.17 | 172% |
| Returns for 10 years | 51.67 | N/A | - |
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