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CAIFX vs KTRSX
CAIFX vs KTRSX Comparison
Open Charts CAIFX vs KTRSX
American Funds Capital Income Bldr F2
Price$72.40
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
DWS Global Income Builder S
Price$9.08
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets589.49M
CAIFX vs KTRSX Comparison Chart
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CAIFX vs. KTRSX commentary
Feb 23, 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 StrongBuy and KTRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 110B vs. KTRSX (589M). CAIFX pays higher dividends than KTRSX: CAIFX (3.49) vs KTRSX (3.16). CAIFX was incepted earlier than KTRSX: CAIFX (17 years) vs KTRSX (20 years). KTRSX is a more actively managed with annual turnover of: 164.00 vs. CAIFX (106.00). CAIFX has a lower initial minimum investment than KTRSX: CAIFX (250) vs KTRSX (2500). CAIFX annual gain was more profitable for investors over the last year : 12.37 vs. KTRSX (-1.32). CAIFX return over 5 years is better than : 28.77 vs. KTRSX (7.43).
| CAIFX | KTRSX | CAIFX / KTRSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 5.110 | 3.417 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 589M | 18,676% |
| Annual Yield % from dividends | 3.49 | 3.16 | 111% |
| Returns for 1 year | 12.37 | -1.32 | -939% |
| Returns for 3 years | 14.37 | 3.34 | 430% |
| Returns for 5 years | 28.77 | 7.43 | 387% |
| Returns for 10 years | 36.90 | 29.91 | 123% |
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