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CIREX vs MKTRX
CIREX vs MKTRX Comparison
Open Charts CIREX vs MKTRX
American Funds Capital Income Bldr 529E
Price$71.78
Change-$0.71 (-0.98%)
VolumeN/A
CapitalizationN/A
NYLI Income Builder
Price$20.65
Change-$0.21 (-1.01%)
VolumeN/A
CapitalizationN/A
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CIREX vs MKTRX Comparison Chart
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CIREX vs. MKTRX commentary
Sep 08, 2024
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 MKTRX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 108B vs. MKTRX (1.06B). CIREX pays higher dividends than MKTRX: CIREX (3.02) vs MKTRX (1.91). CIREX was incepted earlier than MKTRX: CIREX (23 years) vs MKTRX (37 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. MKTRX (56.00). CIREX has a lower initial minimum investment than MKTRX: CIREX (250) vs MKTRX (1000). MKTRX (18.53) and CIREX (18.42) have marching annual gain over last year. CIREX return over 5 years is better than : 37.59 vs. MKTRX (13.06).
| CIREX | MKTRX | CIREX / MKTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 10.752 | 11.992 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.06B | 10,198% |
| Annual Yield % from dividends | 3.02 | 1.91 | 159% |
| Returns for 1 year | 18.42 | 18.53 | 99% |
| Returns for 3 years | 14.22 | -1.16 | -1,225% |
| Returns for 5 years | 37.59 | 13.06 | 288% |
| Returns for 10 years | 63.45 | 14.50 | 438% |
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