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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$81.11
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Admiral
Price$35.71
Change+$0.20 (+0.56%)
VolumeN/A
Net Assets2.66B
CIRCX vs VGWAX Comparison Chart in %
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CIRCX vs. VGWAX commentary
Dec 05, 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 Hold and VGWAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. VGWAX (2.66B). VGWAX pays higher dividends than CIRCX: VGWAX (2.95) vs CIRCX (2.11). CIRCX was incepted earlier than VGWAX: CIRCX (24 years) vs VGWAX (8 years). CIRCX (1.37) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than VGWAX: CIRCX (250) vs VGWAX (50000). CIRCX annual gain was more profitable for investors over the last year : 13.36 vs. VGWAX (6.81). CIRCX return over 5 years is better than : 44.85 vs. VGWAX (23.97).
| CIRCX | VGWAX | CIRCX / VGWAX | |
| Total Expense Ratio | 1.37 | 0.35 | 391% |
| Annual Report Gross Expense Ratio | 1.37 | 0.35 | 391% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 18.639 | 14.580 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.66B | 4,549% |
| Annual Yield % from dividends | 2.11 | 2.95 | 72% |
| Returns for 1 year | 13.36 | 6.81 | 196% |
| Returns for 3 years | 34.05 | 19.78 | 172% |
| Returns for 5 years | 44.85 | 23.97 | 187% |
| Returns for 10 years | 83.58 | N/A | - |
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