Interact to see
Advertisement
Advertisement
CIREX vs KTRSX
CIREX vs KTRSX Comparison
Open Charts CIREX vs KTRSX
American Funds Capital Income Bldr 529E
Price$75.26
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets113.5B
DWS Global Income Builder S
Price$9.12
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets580.55M
CIREX vs KTRSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. KTRSX commentary
Jun 07, 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 KTRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. KTRSX (581M). KTRSX pays higher dividends than CIREX: KTRSX (3.90) vs CIREX (2.80). CIREX was incepted earlier than KTRSX: CIREX (23 years) vs KTRSX (20 years). CIREX (0.85) is less costly to investors than KTRSX (0.73). KTRSX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than KTRSX: CIREX (250) vs KTRSX (2500). CIREX annual gain was more profitable for investors over the last year : 12.85 vs. KTRSX (-3.56). CIREX return over 5 years is better than : 47.60 vs. KTRSX (16.05).
| CIREX | KTRSX | CIREX / KTRSX | |
| Total Expense Ratio | 0.85 | 0.73 | 116% |
| Annual Report Gross Expense Ratio | 0.85 | 0.73 | 116% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 9.694 | 5.147 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 581M | 19,449% |
| Annual Yield % from dividends | 2.80 | 3.90 | 72% |
| Returns for 1 year | 12.85 | -3.56 | -361% |
| Returns for 3 years | 23.71 | 10.38 | 228% |
| Returns for 5 years | 47.60 | 16.05 | 297% |
| Returns for 10 years | 72.65 | 35.68 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers