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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$70.19
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
Vanguard Global Wellington Investor
Price$25.47
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.45B
CIRCX vs VGWLX Comparison Chart
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CIRCX vs. VGWLX commentary
Jan 19, 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 Hold and VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. VGWLX (2.45B). 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 : 9.87 vs. VGWLX (2.04). CIRCX return over 5 years is better than : 24.32 vs. VGWLX (14.06).
| 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 | 1.387 | 1.152 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 2.45B | 4,371% |
| Annual Yield % from dividends | 2.49 | 2.67 | 93% |
| Returns for 1 year | 9.87 | 2.04 | 483% |
| Returns for 3 years | 7.65 | -0.88 | -871% |
| Returns for 5 years | 24.32 | 14.06 | 173% |
| Returns for 10 years | 51.67 | N/A | - |
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