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CIREX vs VGWAX
CIREX vs VGWAX Comparison
Open Charts CIREX vs VGWAX
American Funds Capital Income Bldr 529E
Price$78.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Vanguard Global Wellington Admiral
Price$34.18
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets2.53B
CIREX vs VGWAX Comparison Chart in %
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CIREX vs. VGWAX commentary
Aug 17, 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 CIREX is a Buy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. VGWAX (2.54B). VGWAX pays higher dividends than CIREX: VGWAX (3.06) vs CIREX (2.76). CIREX was incepted earlier than VGWAX: CIREX (23 years) vs VGWAX (8 years). CIREX (0.85) is less costly to investors than VGWAX (0.35). VGWAX is a more actively managed with annual turnover of: 74.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than VGWAX: CIREX (250) vs VGWAX (50000). CIREX annual gain was more profitable for investors over the last year : 12.27 vs. VGWAX (3.26). CIREX return over 5 years is better than : 52.22 vs. VGWAX (26.77).
| CIREX | VGWAX | CIREX / VGWAX | |
| Total Expense Ratio | 0.85 | 0.35 | 243% |
| Annual Report Gross Expense Ratio | 0.85 | 0.35 | 243% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 14.379 | 9.263 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 2.76 | 3.06 | 90% |
| Returns for 1 year | 12.27 | 3.26 | 376% |
| Returns for 3 years | 30.77 | 14.97 | 205% |
| Returns for 5 years | 52.22 | 26.77 | 195% |
| Returns for 10 years | 80.43 | N/A | - |
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