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CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$72.58
Change+$0.38 (+0.53%)
VolumeN/A
CapitalizationN/A
DWS Global Income Builder Inst
Price$10.05
Change+$0.05 (+0.50%)
VolumeN/A
CapitalizationN/A
CIRCX vs KTRIX Comparison Chart
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CIRCX vs. KTRIX commentary
Nov 22, 2024
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 CIRCX is a Buy and KTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. KTRIX (600M). KTRIX pays higher dividends than CIRCX: KTRIX (3.21) vs CIRCX (2.49). CIRCX was incepted earlier than KTRIX: CIRCX (23 years) vs KTRIX (29 years). KTRIX is a more actively managed with annual turnover of: 164.00 vs. CIRCX (106.00). CIRCX has a lower initial minimum investment than KTRIX: CIRCX (250) vs KTRIX (1000000). CIRCX (16.83) and KTRIX (16.01) have marching annual gain over last year. CIRCX return over 5 years is better than : 31.14 vs. KTRIX (22.19).
| CIRCX | KTRIX | CIRCX / KTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 10.708 | 10.109 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 600M | 17,833% |
| Annual Yield % from dividends | 2.49 | 3.21 | 78% |
| Returns for 1 year | 16.83 | 16.01 | 105% |
| Returns for 3 years | 13.80 | 0.39 | 3,517% |
| Returns for 5 years | 31.14 | 22.19 | 140% |
| Returns for 10 years | 53.61 | 32.90 | 163% |
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