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CIREX vs KTRSX
CIREX vs KTRSX Comparison
Open Charts CIREX vs KTRSX
American Funds Capital Income Bldr 529E
Price$79.14
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets119.04B
DWS Global Income Builder S
Price$9.68
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets605.34M
CIREX vs KTRSX Comparison Chart in %
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CIREX vs. KTRSX commentary
Sep 18, 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 KTRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. KTRSX (605M). KTRSX pays higher dividends than CIREX: KTRSX (3.70) vs CIREX (2.69). CIREX was incepted earlier than KTRSX: CIREX (24 years) vs KTRSX (21 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 : 11.41 vs. KTRSX (-0.85). CIREX return over 5 years is better than : 55.04 vs. KTRSX (19.00).
| CIREX | KTRSX | CIREX / KTRSX | |
| Total Expense Ratio | 0.85 | 0.73 | 116% |
| Annual Report Gross Expense Ratio | 0.85 | 0.73 | 116% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.621 | 12.751 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 605M | 19,669% |
| Annual Yield % from dividends | 2.69 | 3.70 | 73% |
| Returns for 1 year | 11.41 | -0.85 | -1,341% |
| Returns for 3 years | 41.32 | 27.33 | 151% |
| Returns for 5 years | 55.04 | 19.00 | 290% |
| Returns for 10 years | 93.25 | 53.55 | 174% |
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