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CIREX vs KTRIX
CIREX vs KTRIX Comparison
Open Charts CIREX vs KTRIX
American Funds Capital Income Bldr 529E
Price$75.32
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets114.36B
DWS Global Income Builder Inst
Price$9.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets582.01M
CIREX vs KTRIX Comparison Chart in %
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CIREX vs. KTRIX commentary
Jun 27, 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 KTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 114B vs. KTRIX (582M). KTRIX pays higher dividends than CIREX: KTRIX (3.95) vs CIREX (2.80). CIREX was incepted earlier than KTRIX: CIREX (23 years) vs KTRIX (30 years). CIREX (0.85) is less costly to investors than KTRIX (0.69). KTRIX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than KTRIX: CIREX (250) vs KTRIX (1000000). CIREX annual gain was more profitable for investors over the last year : 13.27 vs. KTRIX (-3.54). CIREX return over 5 years is better than : 54.49 vs. KTRIX (19.71).
| CIREX | KTRIX | CIREX / KTRIX | |
| Total Expense Ratio | 0.85 | 0.69 | 123% |
| Annual Report Gross Expense Ratio | 0.85 | 0.69 | 123% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 10.421 | 5.804 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 582M | 19,588% |
| Annual Yield % from dividends | 2.80 | 3.95 | 71% |
| Returns for 1 year | 13.27 | -3.54 | -375% |
| Returns for 3 years | 31.00 | 16.74 | 185% |
| Returns for 5 years | 54.49 | 19.71 | 276% |
| Returns for 10 years | 72.44 | 35.92 | 202% |
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