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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$13.57
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets74.22M
American Funds Capital Income Bldr 529C
Price$76.12
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets113.9B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Jun 28, 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: 114B vs. CETAX (74.2M). 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 : 13.94 vs. CETAX (12.38). CIRCX return over 5 years is better than : 51.54 vs. CETAX (43.11).
| 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 | 13.887 | 10.920 | 127% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 114B | 0% |
| Annual Yield % from dividends | 1.83 | 2.29 | 80% |
| Returns for 1 year | 12.38 | 13.94 | 89% |
| Returns for 3 years | 18.42 | 29.70 | 62% |
| Returns for 5 years | 43.11 | 51.54 | 84% |
| Returns for 10 years | N/A | 67.34 | - |
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