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CIREX vs VGWLX
CIREX vs VGWLX Comparison
Open Charts CIREX vs VGWLX
American Funds Capital Income Bldr 529E
Price$78.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Vanguard Global Wellington Investor
Price$27.34
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.53B
CIREX vs VGWLX Comparison Chart in %
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CIREX vs. VGWLX commentary
Aug 18, 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: 118B vs. VGWLX (2.54B). VGWLX pays higher dividends than CIREX: VGWLX (2.94) vs CIREX (2.76). 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 : 12.27 vs. VGWLX (3.21). CIREX return over 5 years is better than : 52.22 vs. VGWLX (26.60).
| 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 | 14.379 | 9.239 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.54B | 4,655% |
| Annual Yield % from dividends | 2.76 | 2.94 | 94% |
| Returns for 1 year | 12.27 | 3.21 | 383% |
| Returns for 3 years | 30.77 | 14.83 | 207% |
| Returns for 5 years | 52.22 | 26.60 | 196% |
| Returns for 10 years | 80.43 | N/A | - |
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