Interact to see
Advertisement
Advertisement
CAIFX vs KTRCX
CAIFX vs KTRCX Comparison
Open Charts CAIFX vs KTRCX
CAIFX vs KTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAIFX vs. KTRCX commentary
Jun 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 CAIFX is a Hold and KTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 128B vs. KTRCX (634M). KTRCX pays higher dividends than CAIFX: KTRCX (3.22) vs CAIFX (2.91). CAIFX was incepted earlier than KTRCX: CAIFX (18 years) vs KTRCX (32 years). KTRCX (1.76) is less costly to investors than CAIFX (0.37). KTRCX is a more actively managed with annual turnover of: 191.00 vs. CAIFX (50.00). CAIFX has a lower initial minimum investment than KTRCX: CAIFX (250) vs KTRCX (1000). KTRCX annual gain was more profitable for investors over the last year : 14.49 vs. CAIFX (12.72). CAIFX return over 5 years is better than : 38.74 vs. KTRCX (3.82).
| CAIFX | KTRCX | CAIFX / KTRCX | |
| Total Expense Ratio | 0.37 | 1.76 | 21% |
| Annual Report Gross Expense Ratio | 0.37 | 1.76 | 21% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 7.582 | 8.705 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 634M | 20,189% |
| Annual Yield % from dividends | 2.91 | 3.22 | 90% |
| Returns for 1 year | 12.72 | 14.49 | 88% |
| Returns for 3 years | 42.54 | 22.69 | 187% |
| Returns for 5 years | 38.74 | 3.82 | 1,014% |
| Returns for 10 years | 74.17 | 47.73 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers