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CAIFX vs KTRIX
CAIFX vs KTRIX Comparison
Open Charts CAIFX vs KTRIX
American Funds Capital Income Bldr F2
Price$72.82
Change+$0.78 (+1.08%)
VolumeN/A
Net Assets109.11B
DWS Global Income Builder Inst
Price$8.77
Change+$0.10 (+1.15%)
VolumeN/A
Net Assets558.08M
CAIFX vs KTRIX Comparison Chart
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CAIFX vs. KTRIX commentary
May 03, 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 KTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 109B vs. KTRIX (558M). KTRIX pays higher dividends than CAIFX: KTRIX (4.10) vs CAIFX (3.35). CAIFX was incepted earlier than KTRIX: CAIFX (17 years) vs KTRIX (30 years). KTRIX (0.69) is less costly to investors than CAIFX (0.38). KTRIX is a more actively managed with annual turnover of: 306.00 vs. CAIFX (56.00). CAIFX has a lower initial minimum investment than KTRIX: CAIFX (250) vs KTRIX (1000000). CAIFX annual gain was more profitable for investors over the last year : 13.27 vs. KTRIX (-4.92). CAIFX return over 5 years is better than : 51.09 vs. KTRIX (19.18).
| CAIFX | KTRIX | CAIFX / KTRIX | |
| Total Expense Ratio | 0.38 | 0.69 | 55% |
| Annual Report Gross Expense Ratio | 0.38 | 0.69 | 55% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 6.452 | -0.143 | -4,519% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 558M | 19,534% |
| Annual Yield % from dividends | 3.35 | 4.10 | 82% |
| Returns for 1 year | 13.27 | -4.92 | -270% |
| Returns for 3 years | 20.42 | 4.97 | 411% |
| Returns for 5 years | 51.09 | 19.18 | 266% |
| Returns for 10 years | 40.60 | 27.01 | 150% |