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CIRCX vs SATTX
CIRCX vs SATTX Comparison
Open Charts CIRCX vs SATTX
American Funds Capital Income Bldr 529C
Price$73.13
Change+$0.79 (+1.09%)
VolumeN/A
Net Assets109.11B
AllianceBern Tax–Aware Overlay A 2
Price$11.93
Change+$0.14 (+1.19%)
VolumeN/A
Net AssetsN/A
CIRCX vs SATTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIRCX pays higher dividends than SATTX: CIRCX (2.37) vs SATTX (0.00). CIRCX was incepted earlier than SATTX: CIRCX (23 years) vs SATTX (15 years). SATTX (1.38) and CIRCX (1.37) have similar cost to investors . CIRCX is a more actively managed with annual turnover of: 56.00 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 : 12.17 vs. SATTX (-15.60).
| CIRCX | SATTX | CIRCX / SATTX | |
| Total Expense Ratio | 1.37 | 1.07 | 128% |
| Annual Report Gross Expense Ratio | 1.37 | 1.38 | 99% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 6.111 | 0.340 | 1,795% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | N/A | - |
| Annual Yield % from dividends | 2.37 | 0.00 | - |
| Returns for 1 year | 12.17 | -15.60 | -78% |
| Returns for 3 years | 19.46 | -13.09 | -149% |
| Returns for 5 years | 50.82 | N/A | - |
| Returns for 10 years | 56.24 | N/A | - |
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