CAIFX
Price
$82.30
Change
+$0.47 (+0.57%)
Updated
Jun 2 closing price
Net Assets
126.77B
KTRCX
Price
$10.08
Change
+$0.01 (+0.10%)
Updated
Jun 2 closing price
Net Assets
642.02M
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CAIFX vs KTRCX

Header iconCAIFX vs KTRCX Comparison
Open Charts CAIFX vs KTRCXBanner chart's image
CAIFX vs KTRCX Comparison Chart in %
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CAIFX 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 CAIFX is a Hold and KTRCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 127B vs. KTRCX (642M). 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 : 15.06 vs. CAIFX (12.81). CAIFX return over 5 years is better than : 37.14 vs. KTRCX (4.79).
CAIFXKTRCXCAIFX / KTRCX
Total Expense Ratio0.371.7621%
Annual Report Gross Expense Ratio0.371.7621%
Fund Existence18 years32 years-
Gain YTD7.2449.24778%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets127B642M19,782%
Annual Yield % from dividends2.913.2290%
Returns for 1 year12.8115.0685%
Returns for 3 years42.4824.22175%
Returns for 5 years37.144.79776%
Returns for 10 years68.1545.62149%
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