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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$70.95
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
Vanguard Global Wellington Investor
Price$25.39
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets2.44B
CIRCX vs VGWLX Comparison Chart
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CIRCX vs. VGWLX commentary
Apr 24, 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: 106B vs. VGWLX (2.44B). VGWLX pays higher dividends than CIRCX: VGWLX (2.99) vs CIRCX (2.37). CIRCX was incepted earlier than VGWLX: CIRCX (23 years) vs VGWLX (7 years). CIRCX (1.37) is less costly to investors than VGWLX (0.48). 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 : 8.07 vs. VGWLX (-0.62). CIRCX return over 5 years is better than : 45.32 vs. VGWLX (30.41).
| 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 | 7 years | - |
| Gain YTD | 2.295 | 0.946 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 2.44B | 4,337% |
| Annual Yield % from dividends | 2.37 | 2.99 | 79% |
| Returns for 1 year | 8.07 | -0.62 | -1,294% |
| Returns for 3 years | 12.98 | 5.08 | 256% |
| Returns for 5 years | 45.32 | 30.41 | 149% |
| Returns for 10 years | 47.98 | N/A | - |
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