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CIREX vs SAOTX
CIREX vs SAOTX Comparison
Open Charts CIREX vs SAOTX
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
AllianceBern Overlay A 2
Price$10.51
Change-$0.13 (-1.22%)
VolumeN/A
Net AssetsN/A
CIREX vs SAOTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX pays higher dividends than SAOTX: CIREX (3.02) vs SAOTX (0.72). CIREX was incepted earlier than SAOTX: CIREX (23 years) vs SAOTX (15 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. SAOTX (19.00). 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 : 11.86 vs. SAOTX (-18.28).
| CIREX | SAOTX | CIREX / SAOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 5.059 | 3.649 | 139% |
| 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 | 3.02 | 0.72 | 421% |
| Returns for 1 year | 11.86 | -18.28 | -65% |
| Returns for 3 years | 15.88 | -20.09 | -79% |
| Returns for 5 years | 32.96 | N/A | - |
| Returns for 10 years | 61.77 | N/A | - |