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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$80.32
Change-$0.65 (-0.80%)
VolumeN/A
Net Assets121.54B
Vanguard Global Wellington Investor
Price$28.08
Change-$0.15 (-0.53%)
VolumeN/A
Net Assets2.66B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Nov 14, 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: 122B vs. VGWLX (2.66B). VGWLX pays higher dividends than CIRCX: VGWLX (2.90) vs CIRCX (2.17). 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 : 14.13 vs. VGWLX (6.11). CIRCX return over 5 years is better than : 49.72 vs. VGWLX (25.85).
| 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 | 18.434 | 13.200 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 2.66B | 4,586% |
| Annual Yield % from dividends | 2.17 | 2.90 | 75% |
| Returns for 1 year | 14.13 | 6.11 | 231% |
| Returns for 3 years | 38.40 | 22.57 | 170% |
| Returns for 5 years | 49.72 | 25.85 | 192% |
| Returns for 10 years | 86.14 | N/A | - |
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