CIREX
Price
$77.71
Change
-$0.04 (-0.05%)
Updated
Jul 25 closing price
Net Assets
117.32B
VGWLX
Price
$27.08
Change
+$0.02 (+0.07%)
Updated
Jul 25 closing price
Net Assets
2.57B
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CIREX vs VGWLX

Header iconCIREX vs VGWLX Comparison
Open Charts CIREX vs VGWLXBanner chart's image
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Vanguard Global Wellington Investor
Price$27.08
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets2.57B
CIREX vs VGWLX Comparison Chart in %
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CIREX vs. VGWLX 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 CIREX is a Buy and VGWLX is a Buy.

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FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. VGWLX (2.57B). VGWLX pays higher dividends than CIREX: VGWLX (2.92) vs CIREX (2.75). CIREX was incepted earlier than VGWLX: CIREX (23 years) vs VGWLX (8 years). CIREX (0.85) is less costly to investors than VGWLX (0.48). VGWLX is a more actively managed with annual turnover of: 74.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than VGWLX: CIREX (250) vs VGWLX (3000). CIREX annual gain was more profitable for investors over the last year : 14.69 vs. VGWLX (3.58). CIREX return over 5 years is better than : 54.10 vs. VGWLX (28.70).
CIREXVGWLXCIREX / VGWLX
Total Expense Ratio0.850.48177%
Annual Report Gross Expense Ratio0.850.48177%
Fund Existence23 years8 years-
Gain YTD13.9258.200170%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets117B2.57B4,547%
Annual Yield % from dividends2.752.9294%
Returns for 1 year14.693.58411%
Returns for 3 years35.3117.90197%
Returns for 5 years54.1028.70188%
Returns for 10 years79.90N/A-
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