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CIRCX vs SATTX
CIRCX vs SATTX Comparison
Open Charts CIRCX vs SATTX
American Funds Capital Income Bldr 529C
Price$72.67
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
AllianceBern Tax–Aware Overlay A 2
Price$12.19
Change-$0.16 (-1.30%)
VolumeN/A
Net AssetsN/A
CIRCX vs SATTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIRCX pays higher dividends than SATTX: CIRCX (2.49) vs SATTX (0.59). CIRCX was incepted earlier than SATTX: CIRCX (23 years) vs SATTX (15 years). CIRCX is a more actively managed with annual turnover of: 106.00 vs. SATTX (17.00). CIRCX has a lower initial minimum investment than SATTX: CIRCX (250) vs SATTX (1500000). CIRCX annual gain was more profitable for investors over the last year : 11.29 vs. SATTX (-12.93).
| CIRCX | SATTX | CIRCX / SATTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 4.969 | 3.745 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | N/A | - |
| Annual Yield % from dividends | 2.49 | 0.59 | 425% |
| Returns for 1 year | 11.29 | -12.93 | -87% |
| Returns for 3 years | 14.05 | -15.59 | -90% |
| Returns for 5 years | 29.49 | N/A | - |
| Returns for 10 years | 53.40 | N/A | - |
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