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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$13.67
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets74.76M
American Funds Capital Income Bldr 529C
Price$77.05
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Jul 18, 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 CETAX is a Buy and CIRCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. CETAX (74.8M). CIRCX pays higher dividends than CETAX: CIRCX (2.25) vs CETAX (1.80). CETAX was incepted earlier than CIRCX: CETAX (9 years) vs CIRCX (23 years). CETAX (1.42) and CIRCX (1.37) have similar cost to investors . CIRCX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). CIRCX has a lower initial minimum investment than CETAX: CIRCX (250) vs CETAX (2500). CIRCX annual gain was more profitable for investors over the last year : 11.57 vs. CETAX (10.91). CIRCX return over 5 years is better than : 47.92 vs. CETAX (38.93).
| CETAX | CIRCX | CETAX / CIRCX | |
| Total Expense Ratio | 1.41 | 1.37 | 103% |
| Annual Report Gross Expense Ratio | 1.42 | 1.37 | 104% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 15.157 | 12.275 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 116B | 0% |
| Annual Yield % from dividends | 1.80 | 2.25 | 80% |
| Returns for 1 year | 10.91 | 11.57 | 94% |
| Returns for 3 years | 23.53 | 34.10 | 69% |
| Returns for 5 years | 38.93 | 47.92 | 81% |
| Returns for 10 years | N/A | 66.41 | - |
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