Ad is loading...
CIREX vs SATTX
CIREX vs SATTX Comparison
Open Charts CIREX vs SATTX
American Funds Capital Income Bldr 529E
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
AllianceBern Tax–Aware Overlay A 2
Price$12.19
Change-$0.16 (-1.30%)
VolumeN/A
Net AssetsN/A
CIREX vs SATTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
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 : 11.86 vs. SATTX (-12.93).
| 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 | 5.059 | 3.745 | 135% |
| 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 | 0.59 | 516% |
| Returns for 1 year | 11.86 | -12.93 | -92% |
| Returns for 3 years | 15.88 | -15.59 | -102% |
| Returns for 5 years | 32.96 | N/A | - |
| Returns for 10 years | 61.77 | N/A | - |