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CIRAX vs KTRSX
CIRAX vs KTRSX Comparison
Open Charts CIRAX vs KTRSX
American Funds Capital Income Bldr 529A
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
DWS Global Income Builder S
Price$8.89
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets583.04M
CIRAX vs KTRSX Comparison Chart
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CIRAX vs. KTRSX commentary
Jan 19, 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 CIRAX is a Hold and KTRSX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 107B vs. KTRSX (583M). CIRAX (3.25) and KTRSX (3.16) have matching dividends . CIRAX was incepted earlier than KTRSX: CIRAX (23 years) vs KTRSX (20 years). KTRSX is a more actively managed with annual turnover of: 164.00 vs. CIRAX (106.00). CIRAX has a lower initial minimum investment than KTRSX: CIRAX (250) vs KTRSX (2500). CIRAX annual gain was more profitable for investors over the last year : 10.70 vs. KTRSX (-0.36). CIRAX return over 5 years is better than : 29.05 vs. KTRSX (4.97).
| CIRAX | KTRSX | CIRAX / KTRSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.422 | 1.253 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 583M | 18,353% |
| Annual Yield % from dividends | 3.25 | 3.16 | 103% |
| Returns for 1 year | 10.70 | -0.36 | -2,949% |
| Returns for 3 years | 10.13 | -2.54 | -399% |
| Returns for 5 years | 29.05 | 4.97 | 584% |
| Returns for 10 years | 63.56 | 31.85 | 200% |