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CIREX vs VGWLX
CIREX vs VGWLX Comparison
Open Charts CIREX vs VGWLX
American Funds Capital Income Bldr 529E
Price$78.68
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
Vanguard Global Wellington Investor
Price$27.48
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets2.6B
CIREX vs VGWLX Comparison Chart in %
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CIREX vs. VGWLX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. VGWLX (2.6B). VGWLX pays higher dividends than CIREX: VGWLX (2.86) vs CIREX (2.69). CIREX was incepted earlier than VGWLX: CIREX (24 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 : 12.92 vs. VGWLX (2.70). CIREX return over 5 years is better than : 53.64 vs. VGWLX (27.30).
| CIREX | VGWLX | CIREX / VGWLX | |
| Total Expense Ratio | 0.85 | 0.48 | 177% |
| Annual Report Gross Expense Ratio | 0.85 | 0.48 | 177% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.347 | 9.798 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.6B | 4,538% |
| Annual Yield % from dividends | 2.69 | 2.86 | 94% |
| Returns for 1 year | 12.92 | 2.70 | 478% |
| Returns for 3 years | 36.50 | 19.95 | 183% |
| Returns for 5 years | 53.64 | 27.30 | 196% |
| Returns for 10 years | 91.42 | N/A | - |
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