Ad is loading...
CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$72.26
Change-$1.05 (-1.43%)
VolumeN/A
Net Assets110.89B
Vanguard Global Wellington Admiral
Price$32.69
Change-$0.25 (-0.76%)
VolumeN/A
Net Assets2.46B
CIRCX vs VGWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. VGWAX commentary
Mar 11, 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 StrongBuy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 111B vs. VGWAX (2.46B). VGWAX pays higher dividends than CIRCX: VGWAX (3.07) vs CIRCX (2.33). CIRCX was incepted earlier than VGWAX: CIRCX (23 years) vs VGWAX (7 years). CIRCX (1.37) is less costly to investors than VGWAX (0.35). 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 : 10.37 vs. VGWAX (2.37). CIRCX return over 5 years is better than : 38.61 vs. VGWAX (25.83).
| 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 | 7 years | - |
| Gain YTD | 5.893 | 4.638 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 2.46B | 4,520% |
| Annual Yield % from dividends | 2.33 | 3.07 | 76% |
| Returns for 1 year | 10.37 | 2.37 | 438% |
| Returns for 3 years | 19.94 | 9.75 | 205% |
| Returns for 5 years | 38.61 | 25.83 | 149% |
| Returns for 10 years | 60.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers