Interact to see
Advertisement
Advertisement
CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$79.55
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.59B
Vanguard Global Wellington Investor
Price$27.72
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.63B
CIRCX vs VGWLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. VGWLX commentary
Oct 19, 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: 120B vs. VGWLX (2.63B). VGWLX pays higher dividends than CIRCX: VGWLX (2.93) vs CIRCX (2.16). CIRCX was incepted earlier than VGWLX: CIRCX (24 years) vs VGWLX (8 years). CIRCX (1.37) is less costly to investors than VGWLX (0.48). VGWLX is a more actively managed with annual turnover of: 74.00 vs. CIRCX (56.00). 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 : 9.92 vs. VGWLX (2.59). CIRCX return over 5 years is better than : 51.59 vs. VGWLX (28.40).
| CIRCX | VGWLX | CIRCX / VGWLX | |
| Total Expense Ratio | 1.37 | 0.48 | 285% |
| Annual Report Gross Expense Ratio | 1.37 | 0.48 | 285% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 16.357 | 11.155 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.63B | 4,556% |
| Annual Yield % from dividends | 2.16 | 2.93 | 74% |
| Returns for 1 year | 9.92 | 2.59 | 383% |
| Returns for 3 years | 45.77 | 28.63 | 160% |
| Returns for 5 years | 51.59 | 28.40 | 182% |
| Returns for 10 years | 77.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ACIIX | 9.00 | 0.07 | +0.78% |
| American Century Equity Income I | |||
| UUPSX | 75.49 | 0.42 | +0.56% |
| ProFunds UltraEmerging Markets Svc | |||
| FMPAX | 30.02 | N/A | N/A |
| Fidelity Advisor Mid Cap Value A | |||
| MSELX | 25.55 | N/A | N/A |
| Morgan Stanley Inst Emerging Mkts L | |||
| LEAOX | 15.47 | -0.10 | -0.64% |
| Lazard Emerging Markets Eq Advtg Open | |||