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CIRCX vs WASAX
CIRCX vs WASAX Comparison
Open Charts CIRCX vs WASAX
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Macquarie Asset Strategy Fund Cl A
Price$23.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.82B
CIRCX vs WASAX Comparison Chart in %
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CIRCX vs. WASAX commentary
Jul 27, 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 WASAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. WASAX (1.82B). CIRCX pays higher dividends than WASAX: CIRCX (2.25) vs WASAX (1.21). CIRCX was incepted earlier than WASAX: CIRCX (23 years) vs WASAX (25 years). CIRCX (1.37) is less costly to investors than WASAX (1.06). WASAX is a more actively managed with annual turnover of: 67.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than WASAX: CIRCX (250) vs WASAX (1000). CIRCX annual gain was more profitable for investors over the last year : 14.08 vs. WASAX (8.62). CIRCX return over 5 years is better than : 50.09 vs. WASAX (21.08).
| CIRCX | WASAX | CIRCX / WASAX | |
| Total Expense Ratio | 1.37 | 1.06 | 129% |
| Annual Report Gross Expense Ratio | 1.37 | 1.06 | 129% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 13.572 | 11.234 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.82B | 6,414% |
| Annual Yield % from dividends | 2.25 | 1.21 | 186% |
| Returns for 1 year | 14.08 | 8.62 | 163% |
| Returns for 3 years | 33.16 | 22.27 | 149% |
| Returns for 5 years | 50.09 | 21.08 | 238% |
| Returns for 10 years | 70.61 | 5.36 | 1,317% |
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