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CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$69.70
Change+$0.36 (+0.52%)
VolumeN/A
CapitalizationN/A
DWS Global Income Builder Inst
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
CapitalizationN/A
CIRCX vs KTRIX Comparison Chart
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CIRCX vs. KTRIX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 106B vs. KTRIX (585M). KTRIX pays higher dividends than CIRCX: KTRIX (3.21) vs CIRCX (2.49). CIRCX was incepted earlier than KTRIX: CIRCX (23 years) vs KTRIX (30 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 annual gain was more profitable for investors over the last year : 8.21 vs. KTRIX (-1.73). CIRCX return over 5 years is better than : 25.04 vs. KTRIX (5.90).
| CIRCX | KTRIX | CIRCX / KTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 7.527 | -2.355 | -320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 585M | 18,120% |
| Annual Yield % from dividends | 2.49 | 3.21 | 78% |
| Returns for 1 year | 8.21 | -1.73 | -475% |
| Returns for 3 years | 8.27 | -4.30 | -192% |
| Returns for 5 years | 25.04 | 5.90 | 425% |
| Returns for 10 years | 49.84 | 29.77 | 167% |