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CIREX vs VGWLX
CIREX vs VGWLX Comparison
Open Charts CIREX vs VGWLX
American Funds Capital Income Bldr 529E
Price$75.21
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Vanguard Global Wellington Investor
Price$26.77
Change-$0.19 (-0.70%)
VolumeN/A
Net Assets2.52B
CIREX vs VGWLX Comparison Chart
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CIREX vs. VGWLX commentary
Jun 15, 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: 114B vs. VGWLX (2.52B). VGWLX (2.94) and CIREX (2.80) have matching dividends . 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 : 13.62 vs. VGWLX (3.34). CIREX return over 5 years is better than : 53.37 vs. VGWLX (30.44).
| 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 | 10.260 | 6.643 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 2.52B | 4,527% |
| Annual Yield % from dividends | 2.80 | 2.94 | 95% |
| Returns for 1 year | 13.62 | 3.34 | 408% |
| Returns for 3 years | 33.44 | 19.10 | 175% |
| Returns for 5 years | 53.37 | 30.44 | 175% |
| Returns for 10 years | 72.79 | N/A | - |
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