Ad is loading...
CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$71.69
Change+$0.74 (+1.04%)
VolumeN/A
Net Assets107.13B
DWS Global Income Builder Inst
Price$8.56
Change+$0.07 (+0.82%)
VolumeN/A
Net Assets547.17M
CIRCX vs KTRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. KTRIX commentary
Apr 25, 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 Buy and KTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 107B vs. KTRIX (547M). KTRIX pays higher dividends than CIRCX: KTRIX (4.09) vs CIRCX (2.37). CIRCX was incepted earlier than KTRIX: CIRCX (23 years) vs KTRIX (30 years). CIRCX (1.37) is less costly to investors than KTRIX (0.68). 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 : 9.88 vs. KTRIX (-6.40). CIRCX return over 5 years is better than : 47.77 vs. KTRIX (16.84).
| CIRCX | KTRIX | CIRCX / KTRIX | |
| Total Expense Ratio | 1.37 | 0.68 | 201% |
| Annual Report Gross Expense Ratio | 1.37 | 0.68 | 201% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 4.022 | -2.216 | -181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 547M | 19,561% |
| Annual Yield % from dividends | 2.37 | 4.09 | 58% |
| Returns for 1 year | 9.88 | -6.40 | -154% |
| Returns for 3 years | 15.19 | 1.35 | 1,125% |
| Returns for 5 years | 47.77 | 16.84 | 284% |
| Returns for 10 years | 50.67 | 22.94 | 221% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MOPIX | 23.48 | 0.49 | +2.13% |
| NYLI WMC Small Companies Class I | |||
| FGIGX | 39.15 | 0.37 | +0.95% |
| American Funds Intl Gr and Inc529-F-3 | |||
| FFNCX | 12.69 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% C | |||
| PQSIX | 40.39 | N/A | N/A |
| PGIM Quant Solutions Large-Cap Index R6 | |||
| HSXAX | 8.75 | N/A | N/A |
| Hartford Schroders Diversified Em Mkts A | |||