Interact to see
Advertisement
Advertisement
CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$78.52
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets117.97B
Vanguard Global Wellington Admiral
Price$34.22
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets2.53B
CIRCX vs VGWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. VGWAX commentary
Sep 02, 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: 118B vs. VGWAX (2.54B). VGWAX pays higher dividends than CIRCX: VGWAX (2.98) vs CIRCX (2.20). CIRCX was incepted earlier than VGWAX: CIRCX (24 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 : 10.10 vs. VGWAX (1.09). CIRCX return over 5 years is better than : 47.98 vs. VGWAX (25.79).
| CIRCX | VGWAX | CIRCX / VGWAX | |
| Total Expense Ratio | 1.37 | 0.35 | 391% |
| Annual Report Gross Expense Ratio | 1.37 | 0.35 | 391% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 14.418 | 9.391 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 2.20 | 2.98 | 74% |
| Returns for 1 year | 10.10 | 1.09 | 928% |
| Returns for 3 years | 34.90 | 20.29 | 172% |
| Returns for 5 years | 47.98 | 25.79 | 186% |
| Returns for 10 years | 83.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement