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CAIBX vs KTRCX
CAIBX vs KTRCX Comparison
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CAIBX vs KTRCX Comparison Chart in %
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CAIBX vs. KTRCX commentary
Aug 24, 2026
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 CAIBX is a Hold and KTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 130B vs. KTRCX (639M). KTRCX pays higher dividends than CAIBX: KTRCX (3.27) vs CAIBX (2.69). CAIBX was incepted earlier than KTRCX: CAIBX (39 years) vs KTRCX (32 years). KTRCX (1.76) is less costly to investors than CAIBX (0.58). KTRCX is a more actively managed with annual turnover of: 191.00 vs. CAIBX (50.00). CAIBX has a lower initial minimum investment than KTRCX: CAIBX (250) vs KTRCX (1000). CAIBX (11.85) and KTRCX (11.42) have marching annual gain over last year. CAIBX return over 5 years is better than : 41.84 vs. KTRCX (4.01).
| CAIBX | KTRCX | CAIBX / KTRCX | |
| Total Expense Ratio | 0.58 | 1.76 | 33% |
| Annual Report Gross Expense Ratio | 0.58 | 1.76 | 33% |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | 11.522 | 10.009 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 639M | 20,344% |
| Annual Yield % from dividends | 2.69 | 3.27 | 82% |
| Returns for 1 year | 11.85 | 11.42 | 104% |
| Returns for 3 years | 48.10 | 25.01 | 192% |
| Returns for 5 years | 41.84 | 4.01 | 1,043% |
| Returns for 10 years | 69.46 | 41.72 | 166% |
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