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CIRCX vs SAOTX
CIRCX vs SAOTX Comparison
Open Charts CIRCX vs SAOTX
American Funds Capital Income Bldr 529C
Price$75.20
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets113.35B
AllianceBern Overlay A 2
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
CIRCX vs SAOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRCX pays higher dividends than SAOTX: CIRCX (2.29) vs SAOTX (1.55). CIRCX was incepted earlier than SAOTX: CIRCX (23 years) vs SAOTX (15 years). SAOTX (1.42) and CIRCX (1.37) have similar cost to investors . CIRCX is a more actively managed with annual turnover of: 56.00 vs. SAOTX (21.00). CIRCX has a lower initial minimum investment than SAOTX: CIRCX (250) vs SAOTX (1500000). CIRCX annual gain was more profitable for investors over the last year : 12.03 vs. SAOTX (-21.61).
| CIRCX | SAOTX | CIRCX / SAOTX | |
| Total Expense Ratio | 1.37 | 1.10 | 125% |
| Annual Report Gross Expense Ratio | 1.37 | 1.42 | 96% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 9.580 | 5.819 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | N/A | - |
| Annual Yield % from dividends | 2.29 | 1.55 | 148% |
| Returns for 1 year | 12.03 | -21.61 | -56% |
| Returns for 3 years | 32.38 | -8.04 | -403% |
| Returns for 5 years | 47.04 | N/A | - |
| Returns for 10 years | 61.98 | N/A | - |
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