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CIREX vs KTRAX
CIREX vs KTRAX Comparison
Open Charts CIREX vs KTRAX
American Funds Capital Income Bldr 529E
Price$71.10
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets107.94B
DWS Global Income Builder A
Price$9.01
Change+$0.05 (+0.56%)
VolumeN/A
Net Assets586.16M
CIREX vs KTRAX Comparison Chart
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CIREX vs. KTRAX commentary
Jan 31, 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 StrongBuy and KTRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. KTRAX (586M). CIREX (3.02) and KTRAX (2.99) have matching dividends . CIREX was incepted earlier than KTRAX: CIREX (23 years) vs KTRAX (61 years). KTRAX is a more actively managed with annual turnover of: 164.00 vs. CIREX (106.00). 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 : 11.04 vs. KTRAX (-1.67). CIREX return over 5 years is better than : 32.57 vs. KTRAX (6.75).
| CIREX | KTRAX | CIREX / KTRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 61 years | - |
| Gain YTD | 3.058 | 1.934 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 586M | 18,430% |
| Annual Yield % from dividends | 3.02 | 2.99 | 101% |
| Returns for 1 year | 11.04 | -1.67 | -662% |
| Returns for 3 years | 12.02 | -1.13 | -1,061% |
| Returns for 5 years | 32.57 | 6.75 | 483% |
| Returns for 10 years | 62.07 | 29.82 | 208% |