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CIRCX vs VGWLX
CIRCX vs VGWLX Comparison
Open Charts CIRCX vs VGWLX
American Funds Capital Income Bldr 529C
Price$80.22
Change+$0.30 (+0.38%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellington Investor
Price$29.23
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets2.76B
CIRCX vs VGWLX Comparison Chart in %
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CIRCX vs. VGWLX commentary
Feb 05, 2026
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: 121B vs. VGWLX (2.76B). VGWLX pays higher dividends than CIRCX: VGWLX (2.93) vs CIRCX (2.06). CIRCX was incepted earlier than VGWLX: CIRCX (24 years) vs VGWLX (8 years). CIRCX (1.37) is less costly to investors than VGWLX (0.43). VGWLX is a more actively managed with annual turnover of: 74.00 vs. CIRCX (50.00). 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 : 15.29 vs. VGWLX (14.38). CIRCX return over 5 years is better than : 41.07 vs. VGWLX (23.90).
| CIRCX | VGWLX | CIRCX / VGWLX | |
| Total Expense Ratio | 1.37 | 0.43 | 319% |
| Annual Report Gross Expense Ratio | 1.37 | 0.43 | 319% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 3.496 | 4.993 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.76B | 4,381% |
| Annual Yield % from dividends | 2.06 | 2.93 | 70% |
| Returns for 1 year | 15.29 | 14.38 | 106% |
| Returns for 3 years | 32.06 | 23.99 | 134% |
| Returns for 5 years | 41.07 | 23.90 | 172% |
| Returns for 10 years | 89.70 | N/A | - |
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