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CIREX vs KTRCX
CIREX vs KTRCX Comparison
Open Charts CIREX vs KTRCX
American Funds Capital Income Bldr 529E
Price$72.51
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
DWS Global Income Builder C
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets562.69M
CIREX vs KTRCX Comparison Chart
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CIREX vs. KTRCX 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 KTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 110B vs. KTRCX (563M). KTRCX (2.98) and CIREX (2.89) have matching dividends . CIREX was incepted earlier than KTRCX: CIREX (23 years) vs KTRCX (31 years). KTRCX (1.76) is less costly to investors than CIREX (0.85). KTRCX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than KTRCX: CIREX (250) vs KTRCX (1000). CIREX annual gain was more profitable for investors over the last year : 10.34 vs. KTRCX (-6.56). CIREX return over 5 years is better than : 52.26 vs. KTRCX (12.39).
| CIREX | KTRCX | CIREX / KTRCX | |
| Total Expense Ratio | 0.85 | 1.76 | 48% |
| Annual Report Gross Expense Ratio | 0.85 | 1.76 | 48% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 5.714 | 0.485 | 1,179% |
| Front Load | N/A | N/A | - |
| 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 | 2.98 | 97% |
| Returns for 1 year | 10.34 | -6.56 | -158% |
| Returns for 3 years | 23.74 | 6.11 | 389% |
| Returns for 5 years | 52.26 | 12.39 | 422% |
| Returns for 10 years | 62.17 | 14.97 | 415% |
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