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CIRCX vs VGWAX
CIRCX vs VGWAX Comparison
Open Charts CIRCX vs VGWAX
American Funds Capital Income Bldr 529C
Price$78.62
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
Vanguard Global Wellington Admiral
Price$34.04
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets2.6B
CIRCX vs VGWAX Comparison Chart in %
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CIRCX vs. VGWAX commentary
Sep 27, 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: 119B vs. VGWAX (2.6B). VGWAX pays higher dividends than CIRCX: VGWAX (2.98) vs CIRCX (2.20). 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 : 9.51 vs. VGWAX (0.83). CIRCX return over 5 years is better than : 53.71 vs. VGWAX (30.17).
| 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 | 14.997 | 9.221 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.6B | 4,577% |
| Annual Yield % from dividends | 2.20 | 2.98 | 74% |
| Returns for 1 year | 9.51 | 0.83 | 1,148% |
| Returns for 3 years | 45.62 | 29.97 | 152% |
| Returns for 5 years | 53.71 | 30.17 | 178% |
| Returns for 10 years | 86.84 | N/A | - |
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