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CIRCX vs WASAX
CIRCX vs WASAX Comparison
Open Charts CIRCX vs WASAX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.94B
Macquarie Asset Strategy Fund Cl A
Price$23.96
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets1.82B
CIRCX vs WASAX Comparison Chart in %
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CIRCX vs. WASAX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 119B vs. WASAX (1.83B). CIRCX pays higher dividends than WASAX: CIRCX (2.20) vs WASAX (1.19). CIRCX was incepted earlier than WASAX: CIRCX (24 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 : 9.38 vs. WASAX (5.30). CIRCX return over 5 years is better than : 54.55 vs. WASAX (21.84).
| CIRCX | WASAX | CIRCX / WASAX | |
| Total Expense Ratio | 1.37 | 1.06 | 129% |
| Annual Report Gross Expense Ratio | 1.37 | 1.06 | 129% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 15.626 | 13.701 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.83B | 6,521% |
| Annual Yield % from dividends | 2.20 | 1.19 | 184% |
| Returns for 1 year | 9.38 | 5.30 | 177% |
| Returns for 3 years | 47.13 | 33.27 | 142% |
| Returns for 5 years | 54.55 | 21.84 | 250% |
| Returns for 10 years | 88.00 | 21.06 | 418% |
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