CIRCX
Price
$72.55
Change
+$0.12 (+0.17%)
Updated
Apr 2 closing price
Net Assets
109.37B
VGWLX
Price
$26.04
Change
+$0.04 (+0.15%)
Updated
Apr 2 closing price
Net Assets
2.46B
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CIRCX vs VGWLX

Header iconCIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLXBanner chart's image
American Funds Capital Income Bldr 529C
Price$72.55
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Vanguard Global Wellington Investor
Price$26.04
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets2.46B
CIRCX vs VGWLX Comparison Chart
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CIRCX vs. VGWLX commentary
Apr 04, 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 VGWLX is a Buy.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 109B vs. VGWLX (2.46B). VGWLX pays higher dividends than CIRCX: VGWLX (2.99) vs CIRCX (2.37). CIRCX was incepted earlier than VGWLX: CIRCX (23 years) vs VGWLX (7 years). CIRCX (1.37) is less costly to investors than VGWLX (0.48). CIRCX has a lower initial minimum investment than VGWLX: CIRCX (250) vs VGWLX (3000). CIRCX annual gain was more profitable for investors over the last year : 9.32 vs. VGWLX (0.87). CIRCX return over 5 years is better than : 57.87 vs. VGWLX (43.37).
CIRCXVGWLXCIRCX / VGWLX
Total Expense Ratio1.370.48285%
Annual Report Gross Expense Ratio1.370.48285%
Fund Existence23 years7 years-
Gain YTD5.2693.734141%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets109B2.46B4,438%
Annual Yield % from dividends2.372.9979%
Returns for 1 year9.320.871,072%
Returns for 3 years13.434.25316%
Returns for 5 years57.8743.37133%
Returns for 10 years56.68N/A-
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