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CIRCX vs SAOTX
CIRCX vs SAOTX Comparison
Open Charts CIRCX vs SAOTX
American Funds Capital Income Bldr 529C
Price$71.07
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets107.71B
AllianceBern Overlay A 2
Price$10.57
Change+$0.06 (+0.57%)
VolumeN/A
Net AssetsN/A
CIRCX vs SAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIRCX pays higher dividends than SAOTX: CIRCX (2.49) vs SAOTX (0.72). CIRCX was incepted earlier than SAOTX: CIRCX (23 years) vs SAOTX (15 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. SAOTX (19.00). 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 : 9.88 vs. SAOTX (-13.86).
| CIRCX | SAOTX | CIRCX / SAOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 2.152 | 3.649 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | N/A | - |
| Annual Yield % from dividends | 2.49 | 0.72 | 347% |
| Returns for 1 year | 9.88 | -13.86 | -71% |
| Returns for 3 years | 10.14 | -22.35 | -45% |
| Returns for 5 years | 25.98 | N/A | - |
| Returns for 10 years | 51.63 | N/A | - |