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CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$75.45
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
DWS Global Income Builder Inst
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets581.45M
CIRCX vs KTRIX Comparison Chart
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CIRCX vs. KTRIX commentary
Jun 06, 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: 113B vs. KTRIX (581M). KTRIX pays higher dividends than CIRCX: KTRIX (3.95) vs CIRCX (2.29). CIRCX was incepted earlier than KTRIX: CIRCX (23 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 : 12.27 vs. KTRIX (-3.63). CIRCX return over 5 years is better than : 43.76 vs. KTRIX (16.20).
| CIRCX | KTRIX | CIRCX / KTRIX | |
| Total Expense Ratio | 1.37 | 0.69 | 199% |
| Annual Report Gross Expense Ratio | 1.37 | 0.69 | 199% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 9.434 | 5.040 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 581M | 19,449% |
| Annual Yield % from dividends | 2.29 | 3.95 | 58% |
| Returns for 1 year | 12.27 | -3.63 | -338% |
| Returns for 3 years | 21.77 | 10.53 | 207% |
| Returns for 5 years | 43.76 | 16.20 | 270% |
| Returns for 10 years | 63.72 | 36.04 | 177% |
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