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CIRAX vs SAOTX
CIRAX vs SAOTX Comparison
Open Charts CIRAX vs SAOTX
American Funds Capital Income Bldr 529A
Price$76.72
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets115.83B
AllianceBern Overlay A 2
Price$11.10
Change+$0.03 (+0.27%)
VolumeN/A
Net AssetsN/A
CIRAX vs SAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRAX pays higher dividends than SAOTX: CIRAX (2.97) vs SAOTX (1.49). 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 is a more actively managed with annual turnover of: 56.00 vs. SAOTX (21.00). 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 : 15.97 vs. SAOTX (-19.07).
| 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 | 12.679 | 9.172 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | N/A | - |
| Annual Yield % from dividends | 2.97 | 1.49 | 199% |
| Returns for 1 year | 15.97 | -19.07 | -84% |
| Returns for 3 years | 34.84 | -6.35 | -548% |
| Returns for 5 years | 55.54 | N/A | - |
| Returns for 10 years | 82.11 | N/A | - |