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CIREX vs KTRAX
CIREX vs KTRAX Comparison
Open Charts CIREX vs KTRAX
American Funds Capital Income Bldr 529E
Price$71.51
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets109.05B
DWS Global Income Builder A
Price$8.78
Change-$0.05 (-0.57%)
VolumeN/A
Net Assets570.65M
CIREX vs KTRAX Comparison Chart
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CIREX vs. KTRAX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 109B vs. KTRAX (571M). KTRAX pays higher dividends than CIREX: KTRAX (3.71) vs CIREX (2.85). 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). 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 : 10.12 vs. KTRAX (-5.02). CIREX return over 5 years is better than : 51.45 vs. KTRAX (16.49).
| 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 | 4.955 | 1.479 | 335% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 571M | 19,089% |
| Annual Yield % from dividends | 2.85 | 3.71 | 77% |
| Returns for 1 year | 10.12 | -5.02 | -202% |
| Returns for 3 years | 19.97 | 4.30 | 465% |
| Returns for 5 years | 51.45 | 16.49 | 312% |
| Returns for 10 years | 68.18 | 28.28 | 241% |
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