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CIREX vs VGWAX
CIREX vs VGWAX Comparison
Open Charts CIREX vs VGWAX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Vanguard Global Wellington Admiral
Price$33.85
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets2.57B
CIREX vs VGWAX Comparison Chart in %
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CIREX vs. VGWAX commentary
Jul 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 CIREX is a Buy and VGWAX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. VGWAX (2.57B). 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 : 14.69 vs. VGWAX (3.63). CIREX return over 5 years is better than : 54.10 vs. VGWAX (28.89).
| 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 | 13.925 | 8.209 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.57B | 4,547% |
| Annual Yield % from dividends | 2.75 | 3.04 | 91% |
| Returns for 1 year | 14.69 | 3.63 | 405% |
| Returns for 3 years | 35.31 | 17.97 | 196% |
| Returns for 5 years | 54.10 | 28.89 | 187% |
| Returns for 10 years | 79.90 | N/A | - |
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