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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$12.61
Change-$0.14 (-1.10%)
VolumeN/A
Net Assets75.11M
American Funds Capital Income Bldr 529C
Price$71.35
Change-$1.20 (-1.65%)
VolumeN/A
Net Assets109.78B
CETAX vs CIRCX Comparison Chart
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CETAX vs. CIRCX commentary
Apr 04, 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: 110B vs. CETAX (75.1M). 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 : 7.54 vs. CETAX (3.15). CETAX return over 5 years is better than : 62.14 vs. CIRCX (55.26).
| 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 | 3.528 | 226% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1M | 110B | 0% |
| Annual Yield % from dividends | 1.94 | 2.37 | 82% |
| Returns for 1 year | 3.15 | 7.54 | 42% |
| Returns for 3 years | 3.52 | 11.43 | 31% |
| Returns for 5 years | 62.14 | 55.26 | 112% |
| Returns for 10 years | N/A | 53.04 | - |
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