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CIREX vs SATTX
CIREX vs SATTX Comparison
Open Charts CIREX vs SATTX
American Funds Capital Income Bldr 529E
Price$75.27
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
AllianceBern Tax–Aware Overlay A 2
Price$12.48
Change+$0.07 (+0.56%)
VolumeN/A
Net AssetsN/A
CIREX vs SATTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX pays higher dividends than SATTX: CIREX (2.80) vs SATTX (0.00). CIREX was incepted earlier than SATTX: CIREX (23 years) vs SATTX (15 years). SATTX (1.38) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 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 : 12.76 vs. SATTX (-15.52).
| CIREX | SATTX | CIREX / SATTX | |
| Total Expense Ratio | 0.85 | 1.07 | 79% |
| Annual Report Gross Expense Ratio | 0.85 | 1.38 | 62% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 9.737 | 5.617 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | N/A | - |
| Annual Yield % from dividends | 2.80 | 0.00 | - |
| Returns for 1 year | 12.76 | -15.52 | -82% |
| Returns for 3 years | 22.91 | -8.58 | -267% |
| Returns for 5 years | 47.66 | N/A | - |
| Returns for 10 years | 72.92 | N/A | - |
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