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CIREX vs KTRSX
CIREX vs KTRSX Comparison
Open Charts CIREX vs KTRSX
American Funds Capital Income Bldr 529E
Price$76.93
Change+$0.77 (+1.01%)
VolumeN/A
Net Assets115.02B
DWS Global Income Builder S
Price$9.23
Change+$0.09 (+0.98%)
VolumeN/A
Net Assets577.01M
CIREX vs KTRSX Comparison Chart in %
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CIREX vs. KTRSX commentary
Aug 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 115B vs. KTRSX (577M). KTRSX pays higher dividends than CIREX: KTRSX (3.77) vs CIREX (2.76). 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 : 12.83 vs. KTRSX (-2.56). CIREX return over 5 years is better than : 51.06 vs. KTRSX (12.96).
| 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 | 12.781 | 6.242 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 577M | 19,931% |
| Annual Yield % from dividends | 2.76 | 3.77 | 73% |
| Returns for 1 year | 12.83 | -2.56 | -501% |
| Returns for 3 years | 31.94 | 13.80 | 231% |
| Returns for 5 years | 51.06 | 12.96 | 394% |
| Returns for 10 years | 77.91 | 38.21 | 204% |
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