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CIREX vs KTRZX
CIREX vs KTRZX Comparison
Open Charts CIREX vs KTRZX
American Funds Capital Income Bldr 529E
Price$70.07
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets105.74B
DWS Global Income Builder R6
Price$8.40
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets543.03M
CIREX vs KTRZX Comparison Chart
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CIREX vs. KTRZX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 106B vs. KTRZX (543M). KTRZX pays higher dividends than CIREX: KTRZX (4.20) vs CIREX (2.90). CIREX was incepted earlier than KTRZX: CIREX (23 years) vs KTRZX (11 years). CIREX (0.85) is less costly to investors than KTRZX (0.59). 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 : 10.23 vs. KTRZX (-6.49). CIREX return over 5 years is better than : 46.34 vs. KTRZX (15.36).
| CIREX | KTRZX | CIREX / KTRZX | |
| Total Expense Ratio | 0.85 | 0.59 | 144% |
| Annual Report Gross Expense Ratio | 0.85 | 0.59 | 144% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.156 | -3.104 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 543M | 19,521% |
| Annual Yield % from dividends | 2.90 | 4.20 | 69% |
| Returns for 1 year | 10.23 | -6.49 | -158% |
| Returns for 3 years | 12.99 | -0.78 | -1,660% |
| Returns for 5 years | 46.34 | 15.36 | 302% |
| Returns for 10 years | 56.87 | 23.17 | 245% |
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