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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$79.49
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets119.67B
Vanguard Global Wellington Investor
Price$27.59
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.6B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Sep 16, 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. VGWLX (2.6B). VGWLX pays higher dividends than CIRCX: VGWLX (2.86) vs CIRCX (2.20). CIRCX was incepted earlier than VGWLX: CIRCX (24 years) vs VGWLX (8 years). CIRCX (1.37) is less costly to investors than VGWLX (0.48). VGWLX is a more actively managed with annual turnover of: 74.00 vs. CIRCX (56.00). 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 : 11.31 vs. VGWLX (1.98). CIRCX return over 5 years is better than : 50.54 vs. VGWLX (27.32).
| CIRCX | VGWLX | CIRCX / VGWLX | |
| Total Expense Ratio | 1.37 | 0.48 | 285% |
| Annual Report Gross Expense Ratio | 1.37 | 0.48 | 285% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 16.181 | 10.118 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.6B | 4,615% |
| Annual Yield % from dividends | 2.20 | 2.86 | 77% |
| Returns for 1 year | 11.31 | 1.98 | 571% |
| Returns for 3 years | 39.10 | 23.14 | 169% |
| Returns for 5 years | 50.54 | 27.32 | 185% |
| Returns for 10 years | 83.29 | N/A | - |
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