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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$71.27
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Investor
Price$24.99
Change-$1.64 (-6.16%)
VolumeN/A
CapitalizationN/A
CIRCX vs VGWLX Comparison Chart
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CIRCX vs. VGWLX commentary
Dec 19, 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 108B vs. VGWLX (2.56B). VGWLX pays higher dividends than CIRCX: VGWLX (2.67) vs CIRCX (2.49). CIRCX was incepted earlier than VGWLX: CIRCX (23 years) vs VGWLX (7 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. VGWLX (93.00). 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 : 12.56 vs. VGWLX (7.10). CIRCX return over 5 years is better than : 28.67 vs. VGWLX (20.80).
| CIRCX | VGWLX | CIRCX / VGWLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 11.151 | 5.462 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.56B | 4,222% |
| Annual Yield % from dividends | 2.49 | 2.67 | 93% |
| Returns for 1 year | 12.56 | 7.10 | 177% |
| Returns for 3 years | 13.49 | 4.90 | 275% |
| Returns for 5 years | 28.67 | 20.80 | 138% |
| Returns for 10 years | 55.98 | N/A | - |
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