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CIREX vs SATTX
CIREX vs SATTX Comparison
Open Charts CIREX vs SATTX
American Funds Capital Income Bldr 529E
Price$71.54
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets108.22B
AllianceBern Tax–Aware Overlay A 2
Price$11.67
Change+$0.02 (+0.17%)
VolumeN/A
Net AssetsN/A
CIREX vs SATTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CIREX pays higher dividends than SATTX: CIREX (2.90) 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 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 : 10.70 vs. SATTX (-16.01).
| 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 | 4.299 | -0.851 | -505% |
| 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 | 2.90 | 0.00 | - |
| Returns for 1 year | 10.70 | -16.01 | -67% |
| Returns for 3 years | 18.80 | -14.00 | -134% |
| Returns for 5 years | 51.86 | N/A | - |
| Returns for 10 years | 58.73 | N/A | - |