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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Vanguard Global Wellington Investor
Price$27.08
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets2.57B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. VGWLX (2.57B). VGWLX pays higher dividends than CIRCX: VGWLX (2.92) vs CIRCX (2.25). CIRCX was incepted earlier than VGWLX: CIRCX (23 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 : 14.08 vs. VGWLX (3.58). CIRCX return over 5 years is better than : 50.09 vs. VGWLX (28.70).
| CIRCX | VGWLX | CIRCX / VGWLX | |
| Total Expense Ratio | 1.37 | 0.48 | 285% |
| Annual Report Gross Expense Ratio | 1.37 | 0.48 | 285% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.572 | 8.200 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.57B | 4,547% |
| Annual Yield % from dividends | 2.25 | 2.92 | 77% |
| Returns for 1 year | 14.08 | 3.58 | 394% |
| Returns for 3 years | 33.16 | 17.90 | 185% |
| Returns for 5 years | 50.09 | 28.70 | 175% |
| Returns for 10 years | 70.61 | N/A | - |
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