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CIREX vs KTRZX
CIREX vs KTRZX Comparison
Open Charts CIREX vs KTRZX
American Funds Capital Income Bldr 529E
Price$76.92
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets116.28B
DWS Global Income Builder R6
Price$9.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets586.93M
CIREX vs KTRZX Comparison Chart in %
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CIREX vs. KTRZX commentary
Jul 11, 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: 116B vs. KTRZX (587M). KTRZX pays higher dividends than CIREX: KTRZX (3.90) vs CIREX (2.75). 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 : 15.07 vs. KTRZX (-3.63). CIREX return over 5 years is better than : 54.40 vs. KTRZX (18.42).
| 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 | 12.767 | 7.373 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 587M | 19,761% |
| Annual Yield % from dividends | 2.75 | 3.90 | 71% |
| Returns for 1 year | 15.07 | -3.63 | -415% |
| Returns for 3 years | 35.01 | 20.58 | 170% |
| Returns for 5 years | 54.40 | 18.42 | 295% |
| Returns for 10 years | 77.59 | 39.90 | 194% |
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