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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$14.24
Change-$0.10 (-0.70%)
VolumeN/A
Net Assets66.8M
American Funds Capital Income Bldr 529C
Price$79.82
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Oct 08, 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: 120B vs. CETAX (66.8M). CIRCX pays higher dividends than CETAX: CIRCX (2.16) vs CETAX (1.72). CETAX was incepted earlier than CIRCX: CETAX (9 years) vs CIRCX (24 years). CETAX (1.56) 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). CETAX annual gain was more profitable for investors over the last year : 14.47 vs. CIRCX (11.50). CIRCX return over 5 years is better than : 51.49 vs. CETAX (40.47).
| CETAX | CIRCX | CETAX / CIRCX | |
| Total Expense Ratio | 1.40 | 1.37 | 102% |
| Annual Report Gross Expense Ratio | 1.56 | 1.37 | 114% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 21.423 | 16.752 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 120B | 0% |
| Annual Yield % from dividends | 1.72 | 2.16 | 80% |
| Returns for 1 year | 14.47 | 11.50 | 126% |
| Returns for 3 years | 40.10 | 47.92 | 84% |
| Returns for 5 years | 40.47 | 51.49 | 79% |
| Returns for 10 years | N/A | 79.02 | - |
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