Interact to see
Advertisement
Advertisement
CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$78.74
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
DWS Global Income Builder Inst
Price$9.49
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets594.08M
CIRCX vs KTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRCX vs. KTRIX commentary
Sep 08, 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: 118B vs. KTRIX (594M). KTRIX pays higher dividends than CIRCX: KTRIX (3.74) vs CIRCX (2.20). CIRCX was incepted earlier than KTRIX: CIRCX (24 years) vs KTRIX (30 years). CIRCX (1.37) is less costly to investors than KTRIX (0.69). KTRIX is a more actively managed with annual turnover of: 306.00 vs. CIRCX (56.00). 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 : 11.05 vs. KTRIX (-1.31). CIRCX return over 5 years is better than : 49.59 vs. KTRIX (16.83).
| CIRCX | KTRIX | CIRCX / KTRIX | |
| Total Expense Ratio | 1.37 | 0.69 | 199% |
| Annual Report Gross Expense Ratio | 1.37 | 0.69 | 199% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 14.738 | 10.460 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 594M | 19,865% |
| Annual Yield % from dividends | 2.20 | 3.74 | 59% |
| Returns for 1 year | 11.05 | -1.31 | -846% |
| Returns for 3 years | 37.27 | 24.61 | 151% |
| Returns for 5 years | 49.59 | 16.83 | 295% |
| Returns for 10 years | 80.50 | 50.29 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement