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CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$72.67
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
DWS Global Income Builder Inst
Price$9.07
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets589.49M
CIRCX vs KTRIX Comparison Chart
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CIRCX vs. KTRIX commentary
Feb 23, 2025
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 StrongBuy and KTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 110B vs. KTRIX (589M). 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 : 11.29 vs. KTRIX (-1.27). CIRCX return over 5 years is better than : 29.49 vs. KTRIX (7.68).
| 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 | 4.969 | 3.421 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 589M | 18,676% |
| Annual Yield % from dividends | 2.49 | 3.21 | 78% |
| Returns for 1 year | 11.29 | -1.27 | -890% |
| Returns for 3 years | 14.05 | 3.59 | 391% |
| Returns for 5 years | 29.49 | 7.68 | 384% |
| Returns for 10 years | 53.40 | 30.40 | 176% |
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