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CIREX vs VGWLX
CIREX vs VGWLX Comparison
Open Charts CIREX vs VGWLX
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.
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).
| CIREX | VGWLX | CIREX / VGWLX | |
| Total Expense Ratio | 0.85 | 0.48 | 177% |
| Annual Report Gross Expense Ratio | 0.85 | 0.48 | 177% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.925 | 8.200 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.57B | 4,547% |
| Annual Yield % from dividends | 2.75 | 2.92 | 94% |
| Returns for 1 year | 14.69 | 3.58 | 411% |
| Returns for 3 years | 35.31 | 17.90 | 197% |
| Returns for 5 years | 54.10 | 28.70 | 188% |
| Returns for 10 years | 79.90 | N/A | - |
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