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CIREX vs KTRAX
CIREX vs KTRAX Comparison
Open Charts CIREX vs KTRAX
American Funds Capital Income Bldr 529E
Price$75.26
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets113.46B
DWS Global Income Builder A
Price$9.12
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets581.45M
CIREX vs KTRAX Comparison Chart
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CIREX vs. KTRAX commentary
Jun 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIREX is a Buy and KTRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. KTRAX (581M). KTRAX pays higher dividends than CIREX: KTRAX (3.72) vs CIREX (2.80). CIREX was incepted earlier than KTRAX: CIREX (23 years) vs KTRAX (61 years). KTRAX (0.92) is less costly to investors than CIREX (0.85). KTRAX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than KTRAX: CIREX (250) vs KTRAX (1000). CIREX annual gain was more profitable for investors over the last year : 12.85 vs. KTRAX (-3.74). CIREX return over 5 years is better than : 47.60 vs. KTRAX (14.96).
| CIREX | KTRAX | CIREX / KTRAX | |
| Total Expense Ratio | 0.85 | 0.92 | 92% |
| Annual Report Gross Expense Ratio | 0.85 | 0.92 | 92% |
| Fund Existence | 23 years | 61 years | - |
| Gain YTD | 9.694 | 4.975 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 581M | 19,449% |
| Annual Yield % from dividends | 2.80 | 3.72 | 75% |
| Returns for 1 year | 12.85 | -3.74 | -343% |
| Returns for 3 years | 23.71 | 9.89 | 240% |
| Returns for 5 years | 47.60 | 14.96 | 318% |
| Returns for 10 years | 72.65 | 33.10 | 220% |
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