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CIREX vs KTRSX
CIREX vs KTRSX Comparison
Open Charts CIREX vs KTRSX
American Funds Capital Income Bldr 529E
Price$78.34
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets117.97B
DWS Global Income Builder S
Price$9.42
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets591.42M
CIREX vs KTRSX Comparison Chart in %
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CIREX vs. KTRSX commentary
Aug 28, 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: 118B vs. KTRSX (591M). KTRSX pays higher dividends than CIREX: KTRSX (3.77) vs CIREX (2.76). CIREX was incepted earlier than KTRSX: CIREX (24 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 : 10.50 vs. KTRSX (-3.53). CIREX return over 5 years is better than : 51.95 vs. KTRSX (13.88).
| 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 | 20 years | - |
| Gain YTD | 14.848 | 9.381 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 591M | 19,966% |
| Annual Yield % from dividends | 2.76 | 3.77 | 73% |
| Returns for 1 year | 10.50 | -3.53 | -297% |
| Returns for 3 years | 35.46 | 19.16 | 185% |
| Returns for 5 years | 51.95 | 13.88 | 374% |
| Returns for 10 years | 88.34 | 47.44 | 186% |
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