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CIRAX vs SAOTX
CIRAX vs SAOTX Comparison
Open Charts CIRAX vs SAOTX
American Funds Capital Income Bldr 529A
Price$75.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
AllianceBern Overlay A 2
Price$10.72
Change+$0.07 (+0.66%)
VolumeN/A
Net AssetsN/A
CIRAX vs SAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIRAX pays higher dividends than SAOTX: CIRAX (3.02) vs SAOTX (1.55). 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 (19.00). 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 : 13.01 vs. SAOTX (-21.18).
| 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 | 9.831 | 5.030 | 195% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | N/A | - |
| Annual Yield % from dividends | 3.02 | 1.55 | 195% |
| Returns for 1 year | 13.01 | -21.18 | -61% |
| Returns for 3 years | 23.74 | -14.02 | -169% |
| Returns for 5 years | 49.33 | N/A | - |
| Returns for 10 years | 76.82 | N/A | - |
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