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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Vanguard Global Wellington Investor
Price$27.05
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets2.52B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Jul 07, 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: 116B vs. VGWLX (2.52B). VGWLX pays higher dividends than CIRCX: VGWLX (2.92) vs CIRCX (2.25). 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 : 14.86 vs. VGWLX (4.57). CIRCX return over 5 years is better than : 50.30 vs. VGWLX (31.66).
| 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 | 12.625 | 8.080 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.52B | 4,607% |
| Annual Yield % from dividends | 2.25 | 2.92 | 77% |
| Returns for 1 year | 14.86 | 4.57 | 325% |
| Returns for 3 years | 32.24 | 18.89 | 171% |
| Returns for 5 years | 50.30 | 31.66 | 159% |
| Returns for 10 years | 70.43 | N/A | - |
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