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CIREX vs KTRIX
CIREX vs KTRIX Comparison
Open Charts CIREX vs KTRIX
American Funds Capital Income Bldr 529E
Price$72.13
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets109.36B
DWS Global Income Builder Inst
Price$8.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets558.64M
CIREX vs KTRIX Comparison Chart
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CIREX vs. KTRIX commentary
May 02, 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: 109B vs. KTRIX (559M). KTRIX pays higher dividends than CIREX: KTRIX (4.10) vs CIREX (2.89). 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 : 12.37 vs. KTRIX (-4.41). CIREX return over 5 years is better than : 53.52 vs. KTRIX (19.18).
| 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 | 5.378 | -0.143 | -3,767% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 559M | 19,499% |
| Annual Yield % from dividends | 2.89 | 4.10 | 71% |
| Returns for 1 year | 12.37 | -4.41 | -280% |
| Returns for 3 years | 20.83 | 5.42 | 384% |
| Returns for 5 years | 53.52 | 19.18 | 279% |
| Returns for 10 years | 61.84 | 26.07 | 237% |
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