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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$81.11
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
Vanguard Global Wellington Investor
Price$28.56
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets2.66B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Dec 04, 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 (2.66B). 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 : 12.76 vs. VGWLX (5.62). CIRCX return over 5 years is better than : 45.32 vs. VGWLX (23.65).
| 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 | 18.156 | 13.681 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.66B | 4,549% |
| Annual Yield % from dividends | 2.11 | 2.84 | 74% |
| Returns for 1 year | 12.76 | 5.62 | 227% |
| Returns for 3 years | 33.51 | 18.77 | 179% |
| Returns for 5 years | 45.32 | 23.65 | 192% |
| Returns for 10 years | 82.83 | N/A | - |
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