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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$75.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Vanguard Global Wellington Investor
Price$26.67
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets2.52B
CIRCX vs VGWLX Comparison Chart
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CIRCX vs. VGWLX commentary
Jun 07, 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: 113B vs. VGWLX (2.52B). VGWLX pays higher dividends than CIRCX: VGWLX (2.94) vs CIRCX (2.29). 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 : 12.19 vs. VGWLX (1.79). CIRCX return over 5 years is better than : 43.81 vs. VGWLX (25.25).
| 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 | 9.477 | 6.244 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 2.52B | 4,488% |
| Annual Yield % from dividends | 2.29 | 2.94 | 78% |
| Returns for 1 year | 12.19 | 1.79 | 681% |
| Returns for 3 years | 20.96 | 10.68 | 196% |
| Returns for 5 years | 43.81 | 25.25 | 174% |
| Returns for 10 years | 64.01 | N/A | - |
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