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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
Sep 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 131B vs. KTRCX (627M). KTRCX pays higher dividends than CAIBX: KTRCX (3.21) vs CAIBX (2.68). 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 annual gain was more profitable for investors over the last year : 7.27 vs. KTRCX (6.13). CAIBX return over 5 years is better than : 39.16 vs. KTRCX (2.19).
| 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 | 8.833 | 8.480 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 627M | 20,893% |
| Annual Yield % from dividends | 2.68 | 3.21 | 83% |
| Returns for 1 year | 7.27 | 6.13 | 119% |
| Returns for 3 years | 42.97 | 21.62 | 199% |
| Returns for 5 years | 39.16 | 2.19 | 1,786% |
| Returns for 10 years | 69.43 | 41.32 | 168% |
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