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CAIFX vs KTRIX
CAIFX vs KTRIX Comparison
Open Charts CAIFX vs KTRIX
American Funds Capital Income Bldr F2
Price$75.21
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
DWS Global Income Builder Inst
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets581.45M
CAIFX vs KTRIX Comparison Chart
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CAIFX vs. KTRIX commentary
Jun 06, 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: 113B vs. KTRIX (581M). KTRIX pays higher dividends than CAIFX: KTRIX (3.95) vs CAIFX (3.25). 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 : 13.37 vs. KTRIX (-3.63). CAIFX return over 5 years is better than : 44.02 vs. KTRIX (16.20).
| 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 | 9.902 | 5.040 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 581M | 19,449% |
| Annual Yield % from dividends | 3.25 | 3.95 | 82% |
| Returns for 1 year | 13.37 | -3.63 | -368% |
| Returns for 3 years | 22.74 | 10.53 | 216% |
| Returns for 5 years | 44.02 | 16.20 | 272% |
| Returns for 10 years | 47.34 | 36.04 | 131% |