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CIREX vs KTRZX
CIREX vs KTRZX Comparison
Open Charts CIREX vs KTRZX
American Funds Capital Income Bldr 529E
Price$75.26
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets113.46B
DWS Global Income Builder R6
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets581.45M
CIREX vs KTRZX Comparison Chart
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CIREX vs. KTRZX commentary
Jun 06, 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 KTRZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. KTRZX (581M). KTRZX pays higher dividends than CIREX: KTRZX (4.05) vs CIREX (2.80). CIREX was incepted earlier than KTRZX: CIREX (23 years) vs KTRZX (11 years). CIREX (0.85) is less costly to investors than KTRZX (0.58). KTRZX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). KTRZX has a lower initial minimum investment than CIREX: KTRZX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 12.85 vs. KTRZX (-3.43). CIREX return over 5 years is better than : 47.60 vs. KTRZX (16.77).
| CIREX | KTRZX | CIREX / KTRZX | |
| Total Expense Ratio | 0.85 | 0.58 | 147% |
| Annual Report Gross Expense Ratio | 0.85 | 0.58 | 147% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.694 | 5.076 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 581M | 19,449% |
| Annual Yield % from dividends | 2.80 | 4.05 | 69% |
| Returns for 1 year | 12.85 | -3.43 | -374% |
| Returns for 3 years | 23.71 | 10.88 | 218% |
| Returns for 5 years | 47.60 | 16.77 | 284% |
| Returns for 10 years | 72.65 | 37.16 | 196% |
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