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CIREX vs KTRAX
CIREX vs KTRAX Comparison
Open Charts CIREX vs KTRAX
American Funds Capital Income Bldr 529E
Price$76.81
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
DWS Global Income Builder A
Price$9.23
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets581.87M
CIREX vs KTRAX Comparison Chart in %
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CIREX vs. KTRAX commentary
Jul 18, 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: 116B vs. KTRAX (582M). KTRAX pays higher dividends than CIREX: KTRAX (3.59) vs CIREX (2.75). 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 : 12.15 vs. KTRAX (-4.85). CIREX return over 5 years is better than : 51.87 vs. KTRAX (14.69).
| 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 | 12.605 | 6.483 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 582M | 19,931% |
| Annual Yield % from dividends | 2.75 | 3.59 | 77% |
| Returns for 1 year | 12.15 | -4.85 | -251% |
| Returns for 3 years | 36.25 | 18.44 | 197% |
| Returns for 5 years | 51.87 | 14.69 | 353% |
| Returns for 10 years | 75.47 | 34.84 | 217% |
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