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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$13.93
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets72.06M
American Funds Capital Income Bldr 529C
Price$78.65
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets117.97B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. CETAX (72.1M). CIRCX pays higher dividends than CETAX: CIRCX (2.25) vs CETAX (1.82). 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 : 12.56 vs. CIRCX (10.30). CIRCX return over 5 years is better than : 48.23 vs. CETAX (35.08).
| 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 | 17.528 | 14.607 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 118B | 0% |
| Annual Yield % from dividends | 1.82 | 2.25 | 81% |
| Returns for 1 year | 12.56 | 10.30 | 122% |
| Returns for 3 years | 25.30 | 34.02 | 74% |
| Returns for 5 years | 35.08 | 48.23 | 73% |
| Returns for 10 years | N/A | 79.85 | - |
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