CIREX
Price
$77.03
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
VGWAX
Price
$33.81
Change
+$0.04 (+0.12%)
Updated
Jul 3 closing price
Net Assets
2.52B
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CIREX vs VGWAX

Header iconCIREX vs VGWAX Comparison
Open Charts CIREX vs VGWAXBanner chart's image
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Vanguard Global Wellington Admiral
Price$33.81
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets2.52B
CIREX vs VGWAX Comparison Chart in %
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CIREX vs. VGWAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. VGWAX (2.52B). VGWAX pays higher dividends than CIREX: VGWAX (3.04) vs CIREX (2.75). 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 : 15.44 vs. VGWAX (4.61). CIREX return over 5 years is better than : 54.30 vs. VGWAX (31.81).
CIREXVGWAXCIREX / VGWAX
Total Expense Ratio0.850.35243%
Annual Report Gross Expense Ratio0.850.35243%
Fund Existence23 years8 years-
Gain YTD12.9288.081160%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets116B2.52B4,607%
Annual Yield % from dividends2.753.0491%
Returns for 1 year15.444.61335%
Returns for 3 years34.3619.01181%
Returns for 5 years54.3031.81171%
Returns for 10 years79.69N/A-
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