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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$73.41
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Admiral
Price$34.06
Change-$0.39 (-1.13%)
VolumeN/A
CapitalizationN/A
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CIRCX vs VGWAX Comparison Chart
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CIRCX vs. VGWAX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 110B vs. VGWAX (2.57B). 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 : 20.30 vs. VGWAX (15.53). CIRCX return over 5 years is better than : 35.50 vs. VGWAX (28.88).
| 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 | 11.974 | 8.504 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 2.57B | 4,274% |
| Annual Yield % from dividends | 2.49 | 2.79 | 89% |
| Returns for 1 year | 20.30 | 15.53 | 131% |
| Returns for 3 years | 17.73 | 8.10 | 219% |
| Returns for 5 years | 35.50 | 28.88 | 123% |
| Returns for 10 years | 58.94 | N/A | - |
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