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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 127B vs. KTRCX (642M). KTRCX pays higher dividends than CAIBX: KTRCX (3.22) vs CAIBX (2.73). 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). KTRCX annual gain was more profitable for investors over the last year : 15.06 vs. CAIBX (12.61). CAIBX return over 5 years is better than : 35.94 vs. KTRCX (4.79).
| 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 | 7.170 | 9.247 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 642M | 19,782% |
| Annual Yield % from dividends | 2.73 | 3.22 | 85% |
| Returns for 1 year | 12.61 | 15.06 | 84% |
| Returns for 3 years | 41.61 | 24.22 | 172% |
| Returns for 5 years | 35.94 | 4.79 | 751% |
| Returns for 10 years | 66.32 | 45.62 | 145% |
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