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CAIFX vs KTRSX
CAIFX vs KTRSX Comparison
Open Charts CAIFX vs KTRSX
American Funds Capital Income Bldr F2
Price$76.84
Change+$0.77 (+1.01%)
VolumeN/A
Net Assets115.02B
DWS Global Income Builder S
Price$9.23
Change+$0.09 (+0.98%)
VolumeN/A
Net Assets577.01M
CAIFX vs KTRSX Comparison Chart in %
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CAIFX vs. KTRSX commentary
Aug 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 KTRSX is a Hold.
FUNDAMENTALS
Fundamentals
CAIFX has more cash in the bank: 115B vs. KTRSX (577M). KTRSX pays higher dividends than CAIFX: KTRSX (3.77) vs CAIFX (3.20). CAIFX was incepted earlier than KTRSX: CAIFX (17 years) vs KTRSX (20 years). KTRSX (0.73) is less costly to investors than CAIFX (0.38). KTRSX is a more actively managed with annual turnover of: 306.00 vs. CAIFX (56.00). 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 : 13.36 vs. KTRSX (-2.56). CAIFX return over 5 years is better than : 48.40 vs. KTRSX (12.96).
| CAIFX | KTRSX | CAIFX / KTRSX | |
| Total Expense Ratio | 0.38 | 0.73 | 52% |
| Annual Report Gross Expense Ratio | 0.38 | 0.73 | 52% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 13.083 | 6.242 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 577M | 19,931% |
| Annual Yield % from dividends | 3.20 | 3.77 | 85% |
| Returns for 1 year | 13.36 | -2.56 | -522% |
| Returns for 3 years | 31.62 | 13.80 | 229% |
| Returns for 5 years | 48.40 | 12.96 | 373% |
| Returns for 10 years | 53.08 | 38.21 | 139% |