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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
Vanguard Global Wellington Admiral
Price$33.42
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets2.57B
CIRCX vs VGWAX Comparison Chart in %
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CIRCX vs. VGWAX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. VGWAX (2.57B). VGWAX pays higher dividends than CIRCX: VGWAX (3.04) vs CIRCX (2.25). 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 : 11.57 vs. VGWAX (0.45). CIRCX return over 5 years is better than : 47.92 vs. VGWAX (26.80).
| 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 | 12.275 | 6.450 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.57B | 4,508% |
| Annual Yield % from dividends | 2.25 | 3.04 | 74% |
| Returns for 1 year | 11.57 | 0.45 | 2,554% |
| Returns for 3 years | 34.10 | 18.03 | 189% |
| Returns for 5 years | 47.92 | 26.80 | 179% |
| Returns for 10 years | 66.41 | N/A | - |
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