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CIREX vs KTRAX
CIREX vs KTRAX Comparison
Open Charts CIREX vs KTRAX
American Funds Capital Income Bldr 529E
Price$77.01
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets116.05B
DWS Global Income Builder A
Price$9.28
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets582.7M
CIREX vs KTRAX Comparison Chart in %
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CIREX vs. KTRAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. KTRAX (583M). KTRAX pays higher dividends than CIREX: KTRAX (3.60) vs CIREX (2.76). 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 : 14.84 vs. KTRAX (-0.46). CIREX return over 5 years is better than : 51.14 vs. KTRAX (13.24).
| 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 | 12.899 | 7.063 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 583M | 19,897% |
| Annual Yield % from dividends | 2.76 | 3.60 | 77% |
| Returns for 1 year | 14.84 | -0.46 | -3,232% |
| Returns for 3 years | 32.08 | 14.28 | 225% |
| Returns for 5 years | 51.14 | 13.24 | 386% |
| Returns for 10 years | 78.10 | 36.90 | 212% |
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