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CAIBX vs KTRSX
CAIBX vs KTRSX Comparison
Open Charts CAIBX vs KTRSX
CAIBX vs KTRSX Comparison Chart in %
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CAIBX vs. KTRSX commentary
Sep 14, 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 KTRSX is a Buy.
FUNDAMENTALS
Fundamentals
CAIBX has more cash in the bank: 131B vs. KTRSX (634M). KTRSX pays higher dividends than CAIBX: KTRSX (4.20) vs CAIBX (2.68). CAIBX was incepted earlier than KTRSX: CAIBX (39 years) vs KTRSX (22 years). KTRSX (0.70) is less costly to investors than CAIBX (0.58). KTRSX is a more actively managed with annual turnover of: 191.00 vs. CAIBX (50.00). CAIBX has a lower initial minimum investment than KTRSX: CAIBX (250) vs KTRSX (2500). KTRSX annual gain was more profitable for investors over the last year : 8.27 vs. CAIBX (7.63). CAIBX return over 5 years is better than : 39.08 vs. KTRSX (7.78).
| CAIBX | KTRSX | CAIBX / KTRSX | |
| Total Expense Ratio | 0.58 | 0.70 | 83% |
| Annual Report Gross Expense Ratio | 0.58 | 0.70 | 83% |
| Fund Existence | 39 years | 22 years | - |
| Gain YTD | 9.654 | 10.022 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 634M | 20,662% |
| Annual Yield % from dividends | 2.68 | 4.20 | 64% |
| Returns for 1 year | 7.63 | 8.27 | 92% |
| Returns for 3 years | 44.41 | 26.19 | 170% |
| Returns for 5 years | 39.08 | 7.78 | 502% |
| Returns for 10 years | 70.24 | 58.04 | 121% |
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