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CIREX vs KTRSX
CIREX vs KTRSX Comparison
Open Charts CIREX vs KTRSX
American Funds Capital Income Bldr 529E
Price$69.97
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
DWS Global Income Builder S
Price$8.89
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets583.04M
CIREX vs KTRSX Comparison Chart
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CIREX vs. KTRSX commentary
Jan 19, 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 Hold and KTRSX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 107B vs. KTRSX (583M). KTRSX (3.16) and CIREX (3.02) have matching dividends . CIREX was incepted earlier than KTRSX: CIREX (23 years) vs KTRSX (20 years). KTRSX is a more actively managed with annual turnover of: 164.00 vs. CIREX (106.00). 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 : 10.45 vs. KTRSX (-0.36). CIREX return over 5 years is better than : 27.61 vs. KTRSX (4.97).
| CIREX | KTRSX | CIREX / KTRSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.421 | 1.253 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 583M | 18,353% |
| Annual Yield % from dividends | 3.02 | 3.16 | 96% |
| Returns for 1 year | 10.45 | -0.36 | -2,880% |
| Returns for 3 years | 9.38 | -2.54 | -370% |
| Returns for 5 years | 27.61 | 4.97 | 556% |
| Returns for 10 years | 59.94 | 31.85 | 188% |