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CIREX vs SAOTX
CIREX vs SAOTX Comparison
Open Charts CIREX vs SAOTX
American Funds Capital Income Bldr 529E
Price$71.11
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
AllianceBern Overlay A 2
Price$10.04
Change+$0.04 (+0.40%)
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 : 9.88 vs. SAOTX (-24.76).
| 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 | 5.422 | -0.986 | -550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | N/A | - |
| Annual Yield % from dividends | 2.90 | 1.61 | 180% |
| Returns for 1 year | 9.88 | -24.76 | -40% |
| Returns for 3 years | 15.25 | -24.60 | -62% |
| Returns for 5 years | 62.11 | N/A | - |
| Returns for 10 years | 65.24 | N/A | - |
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