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CIRAX vs SAOTX
CIRAX vs SAOTX Comparison
Open Charts CIRAX vs SAOTX
American Funds Capital Income Bldr 529A
Price$72.44
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
AllianceBern Overlay A 2
Price$10.51
Change-$0.13 (-1.22%)
VolumeN/A
Net AssetsN/A
CIRAX vs SAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIRAX pays higher dividends than SAOTX: CIRAX (3.25) vs SAOTX (0.72). CIRAX was incepted earlier than SAOTX: CIRAX (23 years) vs SAOTX (15 years). CIRAX is a more actively managed with annual turnover of: 106.00 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 : 12.11 vs. SAOTX (-18.28).
| CIRAX | SAOTX | CIRAX / SAOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 5.077 | 3.649 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | N/A | - |
| Annual Yield % from dividends | 3.25 | 0.72 | 452% |
| Returns for 1 year | 12.11 | -18.28 | -66% |
| Returns for 3 years | 16.66 | -20.09 | -83% |
| Returns for 5 years | 34.43 | N/A | - |
| Returns for 10 years | 65.41 | N/A | - |