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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$77.48
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Admiral
Price$34.62
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets2.72B
CIRCX vs VGWAX Comparison Chart in %
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CIRCX vs. VGWAX commentary
Dec 26, 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 (2.73B). 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 : 12.56 vs. VGWAX (10.70). CIRCX return over 5 years is better than : 38.84 vs. VGWAX (21.02).
| 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 | 13.329 | 11.082 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.73B | 4,440% |
| Annual Yield % from dividends | 2.11 | 2.95 | 72% |
| Returns for 1 year | 12.56 | 10.70 | 117% |
| Returns for 3 years | 30.44 | 21.94 | 139% |
| Returns for 5 years | 38.84 | 21.02 | 185% |
| Returns for 10 years | 75.92 | N/A | - |
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