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CIRAX vs SAOTX
CIRAX vs SAOTX Comparison
Open Charts CIRAX vs SAOTX
American Funds Capital Income Bldr 529A
Price$70.69
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
AllianceBern Overlay A 2
Price$9.89
Change+$0.06 (+0.61%)
VolumeN/A
Net AssetsN/A
CIRAX vs SAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIRAX pays higher dividends than SAOTX: CIRAX (3.13) vs SAOTX (1.61). CIRAX was incepted earlier than SAOTX: CIRAX (23 years) vs SAOTX (15 years). SAOTX (1.42) is less costly to investors than CIRAX (0.62). CIRAX has a lower initial minimum investment than SAOTX: CIRAX (250) vs SAOTX (1500000). CIRAX annual gain was more profitable for investors over the last year : 8.88 vs. SAOTX (-23.69).
| CIRAX | SAOTX | CIRAX / SAOTX | |
| Total Expense Ratio | 0.62 | 1.10 | 56% |
| Annual Report Gross Expense Ratio | 0.62 | 1.42 | 44% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 2.532 | -3.057 | -83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | N/A | - |
| Annual Yield % from dividends | 3.13 | 1.61 | 194% |
| Returns for 1 year | 8.88 | -23.69 | -37% |
| Returns for 3 years | 15.57 | -21.85 | -71% |
| Returns for 5 years | 50.87 | N/A | - |
| Returns for 10 years | 59.56 | N/A | - |
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