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CIREX vs SATTX
CIREX vs SATTX Comparison
Open Charts CIREX vs SATTX
American Funds Capital Income Bldr 529E
Price$70.50
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
AllianceBern Tax–Aware Overlay A 2
Price$12.20
Change+$0.05 (+0.41%)
VolumeN/A
Net AssetsN/A
CIREX vs SATTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX pays higher dividends than SATTX: CIREX (3.02) vs SATTX (0.59). CIREX was incepted earlier than SATTX: CIREX (23 years) vs SATTX (15 years). CIREX is a more actively managed with annual turnover of: 106.00 vs. SATTX (17.00). CIREX has a lower initial minimum investment than SATTX: CIREX (250) vs SATTX (1500000). CIREX annual gain was more profitable for investors over the last year : 10.44 vs. SATTX (-8.20).
| CIREX | SATTX | CIREX / SATTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 2.189 | 3.830 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | N/A | - |
| Annual Yield % from dividends | 3.02 | 0.59 | 516% |
| Returns for 1 year | 10.44 | -8.20 | -127% |
| Returns for 3 years | 11.90 | -17.85 | -67% |
| Returns for 5 years | 29.32 | N/A | - |
| Returns for 10 years | 59.90 | N/A | - |