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CIRAX vs KTRZX
CIRAX vs KTRZX Comparison
Open Charts CIRAX vs KTRZX
American Funds Capital Income Bldr 529A
Price$70.45
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
DWS Global Income Builder R6
Price$8.97
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets587.51M
CIRAX vs KTRZX Comparison Chart
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CIRAX vs. KTRZX commentary
Jan 23, 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 KTRZX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 108B vs. KTRZX (588M). KTRZX (3.31) and CIRAX (3.25) have matching dividends . CIRAX was incepted earlier than KTRZX: CIRAX (23 years) vs KTRZX (10 years). KTRZX is a more actively managed with annual turnover of: 164.00 vs. CIRAX (106.00). KTRZX has a lower initial minimum investment than CIRAX: KTRZX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 10.69 vs. KTRZX (0.04). CIRAX return over 5 years is better than : 30.76 vs. KTRZX (7.45).
| CIRAX | KTRZX | CIRAX / KTRZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.190 | 2.280 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 588M | 18,367% |
| Annual Yield % from dividends | 3.25 | 3.31 | 98% |
| Returns for 1 year | 10.69 | 0.04 | 27,568% |
| Returns for 3 years | 12.66 | 0.78 | 1,614% |
| Returns for 5 years | 30.76 | 7.45 | 413% |
| Returns for 10 years | 63.50 | 33.32 | 191% |
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