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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$78.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Vanguard Global Wellington Investor
Price$27.34
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.53B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Aug 18, 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: 118B vs. VGWLX (2.54B). VGWLX pays higher dividends than CIRCX: VGWLX (2.94) vs CIRCX (2.25). 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 : 11.69 vs. VGWLX (3.21). CIRCX return over 5 years is better than : 48.27 vs. VGWLX (26.60).
| 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 | 13.995 | 9.239 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 2.25 | 2.94 | 77% |
| Returns for 1 year | 11.69 | 3.21 | 364% |
| Returns for 3 years | 28.71 | 14.83 | 194% |
| Returns for 5 years | 48.27 | 26.60 | 181% |
| Returns for 10 years | 71.13 | N/A | - |
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