Ad is loading...
CIRCX vs SAOTX
CIRCX vs SAOTX Comparison
Open Charts CIRCX vs SAOTX
American Funds Capital Income Bldr 529C
Price$70.95
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
AllianceBern Overlay A 2
Price$9.89
Change+$0.06 (+0.61%)
VolumeN/A
Net AssetsN/A
CIRCX vs SAOTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CIRCX pays higher dividends than SAOTX: CIRCX (2.37) vs SAOTX (1.61). 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 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 : 8.07 vs. SAOTX (-23.69).
| 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 | 2.295 | -3.057 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | N/A | - |
| Annual Yield % from dividends | 2.37 | 1.61 | 147% |
| Returns for 1 year | 8.07 | -23.69 | -34% |
| Returns for 3 years | 12.98 | -21.85 | -59% |
| Returns for 5 years | 45.32 | N/A | - |
| Returns for 10 years | 47.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...