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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$78.87
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
Vanguard Global Wellington Investor
Price$27.48
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets2.6B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. VGWLX (2.6B). VGWLX pays higher dividends than CIRCX: VGWLX (2.86) vs CIRCX (2.20). 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 : 12.33 vs. VGWLX (2.70). CIRCX return over 5 years is better than : 49.66 vs. VGWLX (27.30).
| 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 | 14.928 | 9.798 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.6B | 4,538% |
| Annual Yield % from dividends | 2.20 | 2.86 | 77% |
| Returns for 1 year | 12.33 | 2.70 | 457% |
| Returns for 3 years | 34.37 | 19.95 | 172% |
| Returns for 5 years | 49.66 | 27.30 | 182% |
| Returns for 10 years | 81.57 | N/A | - |
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