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CIREX vs SAOTX
CIREX vs SAOTX Comparison
Open Charts CIREX vs SAOTX
American Funds Capital Income Bldr 529E
Price$70.73
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
AllianceBern Overlay A 2
Price$9.89
Change+$0.06 (+0.61%)
VolumeN/A
Net AssetsN/A
CIREX vs SAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX pays higher dividends than SAOTX: CIREX (2.90) vs SAOTX (1.61). CIREX was incepted earlier than SAOTX: CIREX (23 years) vs SAOTX (15 years). SAOTX (1.42) is less costly to investors than CIREX (0.85). CIREX has a lower initial minimum investment than SAOTX: CIREX (250) vs SAOTX (1500000). CIREX annual gain was more profitable for investors over the last year : 8.63 vs. SAOTX (-23.69).
| CIREX | SAOTX | CIREX / SAOTX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 0.85 | 1.42 | 60% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 2.477 | -3.057 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | N/A | - |
| Annual Yield % from dividends | 2.90 | 1.61 | 180% |
| Returns for 1 year | 8.63 | -23.69 | -36% |
| Returns for 3 years | 14.80 | -21.85 | -68% |
| Returns for 5 years | 49.21 | N/A | - |
| Returns for 10 years | 56.04 | N/A | - |