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CIREX vs KTRZX
CIREX vs KTRZX Comparison
Open Charts CIREX vs KTRZX
American Funds Capital Income Bldr 529E
Price$79.55
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.12B
DWS Global Income Builder R6
Price$9.63
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets599.75M
CIREX vs KTRZX Comparison Chart in %
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CIREX vs. KTRZX commentary
Sep 15, 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 KTRZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. KTRZX (600M). KTRZX pays higher dividends than CIREX: KTRZX (3.83) vs CIREX (2.69). CIREX was incepted earlier than KTRZX: CIREX (24 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 : 12.46 vs. KTRZX (-0.34). CIREX return over 5 years is better than : 56.04 vs. KTRZX (20.14).
| CIREX | KTRZX | CIREX / KTRZX | |
| Total Expense Ratio | 0.85 | 0.58 | 147% |
| Annual Report Gross Expense Ratio | 0.85 | 0.58 | 147% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 16.622 | 12.148 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 600M | 19,833% |
| Annual Yield % from dividends | 2.69 | 3.83 | 70% |
| Returns for 1 year | 12.46 | -0.34 | -3,616% |
| Returns for 3 years | 40.34 | 25.94 | 155% |
| Returns for 5 years | 56.04 | 20.14 | 278% |
| Returns for 10 years | 93.15 | 54.48 | 171% |
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