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CIREX vs VGWLX
CIREX vs VGWLX Comparison
Open Charts CIREX vs VGWLX
American Funds Capital Income Bldr 529E
Price$71.78
Change-$0.71 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Global Wellington Investor
Price$27.06
Change-$0.22 (-0.81%)
VolumeN/A
CapitalizationN/A
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CIREX vs VGWLX Comparison Chart
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CIREX vs. VGWLX commentary
Sep 08, 2024
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 CIREX is a StrongBuy and VGWLX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. VGWLX (2.57B). CIREX pays higher dividends than VGWLX: CIREX (3.02) vs VGWLX (2.67). CIREX was incepted earlier than VGWLX: CIREX (23 years) vs VGWLX (7 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. VGWLX (93.00). CIREX has a lower initial minimum investment than VGWLX: CIREX (250) vs VGWLX (3000). CIREX annual gain was more profitable for investors over the last year : 18.42 vs. VGWLX (13.85). CIREX return over 5 years is better than : 37.59 vs. VGWLX (28.69).
| CIREX | VGWLX | CIREX / 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 | 10.752 | 7.748 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 2.57B | 4,196% |
| Annual Yield % from dividends | 3.02 | 2.67 | 113% |
| Returns for 1 year | 18.42 | 13.85 | 133% |
| Returns for 3 years | 14.22 | 4.93 | 289% |
| Returns for 5 years | 37.59 | 28.69 | 131% |
| Returns for 10 years | 63.45 | N/A | - |
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