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CAIFX vs KTRCX
CAIFX vs KTRCX Comparison
Open Charts CAIFX vs KTRCX
American Funds Capital Income Bldr F2
Price$77.39
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.95B
DWS Global Income Builder C
Price$9.31
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets586.18M
CAIFX vs KTRCX Comparison Chart in %
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CAIFX vs. KTRCX commentary
Aug 11, 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 CAIFX is a Buy and KTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 117B vs. KTRCX (586M). CAIFX pays higher dividends than KTRCX: CAIFX (3.20) vs KTRCX (2.77). CAIFX was incepted earlier than KTRCX: CAIFX (17 years) vs KTRCX (31 years). KTRCX (1.76) is less costly to investors than CAIFX (0.38). KTRCX is a more actively managed with annual turnover of: 306.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than KTRCX: CAIFX (250) vs KTRCX (1000). CAIFX annual gain was more profitable for investors over the last year : 14.74 vs. KTRCX (-1.31). CAIFX return over 5 years is better than : 49.36 vs. KTRCX (9.61).
| CAIFX | KTRCX | CAIFX / KTRCX | |
| Total Expense Ratio | 0.38 | 1.76 | 22% |
| Annual Report Gross Expense Ratio | 0.38 | 1.76 | 22% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | 13.892 | 7.488 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 586M | 19,966% |
| Annual Yield % from dividends | 3.20 | 2.77 | 116% |
| Returns for 1 year | 14.74 | -1.31 | -1,123% |
| Returns for 3 years | 32.29 | 12.57 | 257% |
| Returns for 5 years | 49.36 | 9.61 | 514% |
| Returns for 10 years | 53.92 | 27.53 | 196% |