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CIREX vs KTRSX
CIREX vs KTRSX Comparison
Open Charts CIREX vs KTRSX
American Funds Capital Income Bldr 529E
Price$78.98
Change+$0.68 (+0.87%)
VolumeN/A
Net Assets118.13B
DWS Global Income Builder S
Price$9.62
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets600.88M
CIREX vs KTRSX Comparison Chart in %
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CIREX vs. KTRSX commentary
Oct 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. KTRSX (601M). KTRSX pays higher dividends than CIREX: KTRSX (3.64) vs CIREX (2.67). 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 : 10.42 vs. KTRSX (-2.31). CIREX return over 5 years is better than : 54.41 vs. KTRSX (16.46).
| 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 | 16.385 | 12.442 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 601M | 19,634% |
| Annual Yield % from dividends | 2.67 | 3.64 | 73% |
| Returns for 1 year | 10.42 | -2.31 | -452% |
| Returns for 3 years | 50.78 | 35.44 | 143% |
| Returns for 5 years | 54.41 | 16.46 | 330% |
| Returns for 10 years | 85.90 | 49.86 | 172% |
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