Interact to see
Advertisement
Advertisement
CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$13.53
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets74.98M
American Funds Capital Income Bldr 529C
Price$75.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
CETAX vs CIRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CETAX vs. CIRCX commentary
Jun 07, 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 Hold and CIRCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 113B vs. CETAX (75M). CIRCX pays higher dividends than CETAX: CIRCX (2.29) vs CETAX (1.83). 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 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 : 12.19 vs. CETAX (8.44). CIRCX return over 5 years is better than : 43.81 vs. CETAX (35.11).
| 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 | 14.395 | 9.477 | 152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75M | 113B | 0% |
| Annual Yield % from dividends | 1.83 | 2.29 | 80% |
| Returns for 1 year | 8.44 | 12.19 | 69% |
| Returns for 3 years | 12.52 | 20.96 | 60% |
| Returns for 5 years | 35.11 | 43.81 | 80% |
| Returns for 10 years | N/A | 64.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement