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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$12.93
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets74M
American Funds Capital Income Bldr 529C
Price$71.69
Change+$0.74 (+1.04%)
VolumeN/A
Net Assets107.13B
CETAX vs CIRCX Comparison Chart
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CETAX vs. CIRCX commentary
Apr 25, 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 StrongBuy and CIRCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. CETAX (74M). CIRCX pays higher dividends than CETAX: CIRCX (2.37) vs CETAX (1.94). CETAX was incepted earlier than CIRCX: CETAX (9 years) vs CIRCX (23 years). CETAX (1.49) is less costly to investors than CIRCX (1.37). 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 : 8.07 vs. CETAX (4.65). CETAX (46.19) and CIRCX (45.32) have equivalent 5 years return.
| CETAX | CIRCX | CETAX / CIRCX | |
| Total Expense Ratio | 1.42 | 1.37 | 104% |
| Annual Report Gross Expense Ratio | 1.49 | 1.37 | 109% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.959 | 2.295 | 347% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74M | 107B | 0% |
| Annual Yield % from dividends | 1.94 | 2.37 | 82% |
| Returns for 1 year | 4.65 | 8.07 | 58% |
| Returns for 3 years | 6.02 | 12.98 | 46% |
| Returns for 5 years | 46.19 | 45.32 | 102% |
| Returns for 10 years | N/A | 47.98 | - |
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