CIRCX
Price
$76.35
Change
+$0.23 (+0.30%)
Updated
Jun 27 closing price
Net Assets
114.7B
VGWLX
Price
$26.81
Change
+$0.12 (+0.45%)
Updated
Jun 27 closing price
Net Assets
2.52B
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CIRCX vs VGWLX

Header iconCIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLXBanner chart's image
American Funds Capital Income Bldr 529C
Price$76.35
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
Vanguard Global Wellington Investor
Price$26.81
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.52B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 115B 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 : 14.30 vs. VGWLX (4.24). CIRCX return over 5 years is better than : 52.00 vs. VGWLX (32.95).
CIRCXVGWLXCIRCX / VGWLX
Total Expense Ratio1.370.48285%
Annual Report Gross Expense Ratio1.370.48285%
Fund Existence23 years8 years-
Gain YTD11.2557.121158%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets115B2.52B4,567%
Annual Yield % from dividends2.292.9478%
Returns for 1 year14.304.24337%
Returns for 3 years30.6118.04170%
Returns for 5 years52.0032.95158%
Returns for 10 years68.19N/A-
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