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CAIFX vs KTRCX
CAIFX vs KTRCX Comparison
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CAIFX vs KTRCX Comparison Chart in %
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CAIFX 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 CAIFX is a Hold and KTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 131B vs. KTRCX (627M). KTRCX pays higher dividends than CAIFX: KTRCX (3.21) vs CAIFX (2.86). 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). CAIFX annual gain was more profitable for investors over the last year : 7.48 vs. KTRCX (6.13). CAIFX return over 5 years is better than : 40.39 vs. KTRCX (2.19).
| 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 | 8.980 | 8.480 | 106% |
| Front Load | N/A | 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 | 2.86 | 3.21 | 89% |
| Returns for 1 year | 7.48 | 6.13 | 122% |
| Returns for 3 years | 43.83 | 21.62 | 203% |
| Returns for 5 years | 40.39 | 2.19 | 1,842% |
| Returns for 10 years | 71.48 | 41.32 | 173% |
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