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CIREX vs KTRAX
CIREX vs KTRAX Comparison
Open Charts CIREX vs KTRAX
American Funds Capital Income Bldr 529E
Price$72.51
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
DWS Global Income Builder A
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets562.69M
CIREX vs KTRAX Comparison Chart
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CIREX vs. KTRAX commentary
May 09, 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: 110B vs. KTRAX (563M). KTRAX pays higher dividends than CIREX: KTRAX (3.86) vs CIREX (2.89). 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 : 10.34 vs. KTRAX (-5.73). CIREX return over 5 years is better than : 52.26 vs. KTRAX (17.07).
| 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 | 5.714 | 0.725 | 788% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 563M | 19,538% |
| Annual Yield % from dividends | 2.89 | 3.86 | 75% |
| Returns for 1 year | 10.34 | -5.73 | -181% |
| Returns for 3 years | 23.74 | 8.76 | 271% |
| Returns for 5 years | 52.26 | 17.07 | 306% |
| Returns for 10 years | 62.17 | 24.37 | 255% |
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