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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$69.02
Change+$2.55 (+3.84%)
VolumeN/A
Net Assets100.5B
Vanguard Global Wellington Admiral
Price$30.95
Change-$0.44 (-1.40%)
VolumeN/A
Net Assets2.44B
CIRCX vs VGWAX Comparison Chart
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CIRCX vs. VGWAX commentary
Apr 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 Buy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 100B vs. VGWAX (2.44B). VGWAX pays higher dividends than CIRCX: VGWAX (3.12) vs CIRCX (2.37). 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 : 0.23 vs. VGWAX (-6.25). CIRCX return over 5 years is better than : 36.39 vs. VGWAX (25.09).
| 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 | -3.553 | -3.566 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100B | 2.44B | 4,092% |
| Annual Yield % from dividends | 2.37 | 3.12 | 76% |
| Returns for 1 year | 0.23 | -6.25 | -4% |
| Returns for 3 years | 4.08 | -1.91 | -213% |
| Returns for 5 years | 36.39 | 25.09 | 145% |
| Returns for 10 years | 41.56 | N/A | - |
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