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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$13.74
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets71.82M
American Funds Capital Income Bldr 529C
Price$77.55
Change+$0.32 (+0.41%)
VolumeN/A
Net Assets116.29B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Aug 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 Buy and CIRCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. CETAX (71.8M). CIRCX pays higher dividends than CETAX: CIRCX (2.25) vs CETAX (1.82). 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). CETAX annual gain was more profitable for investors over the last year : 16.42 vs. CIRCX (14.83). CIRCX return over 5 years is better than : 47.83 vs. CETAX (37.14).
| 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 | 15.665 | 13.004 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 116B | 0% |
| Annual Yield % from dividends | 1.82 | 2.25 | 81% |
| Returns for 1 year | 16.42 | 14.83 | 111% |
| Returns for 3 years | 18.35 | 30.29 | 61% |
| Returns for 5 years | 37.14 | 47.83 | 78% |
| Returns for 10 years | N/A | 68.33 | - |
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