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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
Vanguard Global Wellington Investor
Price$26.77
Change-$0.19 (-0.70%)
VolumeN/A
Net Assets2.52B
CIRCX vs VGWLX Comparison Chart
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CIRCX vs. VGWLX commentary
Jun 15, 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: 114B vs. VGWLX (2.52B). VGWLX pays higher dividends than CIRCX: VGWLX (2.94) vs CIRCX (2.29). CIRCX was incepted earlier than VGWLX: CIRCX (23 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 : 13.05 vs. VGWLX (3.34). CIRCX return over 5 years is better than : 49.37 vs. VGWLX (30.44).
| CIRCX | VGWLX | CIRCX / VGWLX | |
| Total Expense Ratio | 1.37 | 0.48 | 285% |
| Annual Report Gross Expense Ratio | 1.37 | 0.48 | 285% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 10.002 | 6.643 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.52B | 4,527% |
| Annual Yield % from dividends | 2.29 | 2.94 | 78% |
| Returns for 1 year | 13.05 | 3.34 | 391% |
| Returns for 3 years | 31.35 | 19.10 | 164% |
| Returns for 5 years | 49.37 | 30.44 | 162% |
| Returns for 10 years | 63.86 | N/A | - |
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