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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$77.53
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Investor
Price$27.74
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets2.72B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Dec 28, 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 VGWLX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. VGWLX (2.73B). VGWLX pays higher dividends than CIRCX: VGWLX (2.84) vs CIRCX (2.11). 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 : 12.46 vs. VGWLX (10.71). CIRCX return over 5 years is better than : 38.93 vs. VGWLX (21.06).
| 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 | 13.402 | 11.235 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.73B | 4,440% |
| Annual Yield % from dividends | 2.11 | 2.84 | 74% |
| Returns for 1 year | 12.46 | 10.71 | 116% |
| Returns for 3 years | 30.44 | 22.04 | 138% |
| Returns for 5 years | 38.93 | 21.06 | 185% |
| Returns for 10 years | 75.19 | N/A | - |
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