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CMBFX vs KTXIX
CMBFX vs KTXIX Comparison
Open Charts CMBFX vs KTXIX
CMBFX vs KTXIX Comparison Chart in %
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CMBFX vs. KTXIX commentary
Jun 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CMBFX is a Hold and KTXIX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 293M vs. KTXIX (99.1M). KTXIX pays higher dividends than CMBFX: KTXIX (2.67) vs CMBFX (2.49). CMBFX was incepted earlier than KTXIX: CMBFX (42 years) vs KTXIX (25 years). KTXIX (0.83) is less costly to investors than CMBFX (0.60). KTXIX is a more actively managed with annual turnover of: 20.00 vs. CMBFX (12.00). KTXIX has a lower initial minimum investment than CMBFX: KTXIX (1000) vs CMBFX (2000). CMBFX annual gain was more profitable for investors over the last year : 5.32 vs. KTXIX (4.94). CMBFX return over 5 years is better than : 3.70 vs. KTXIX (1.74).
| CMBFX | KTXIX | CMBFX / KTXIX | |
| Total Expense Ratio | 0.59 | 0.70 | 84% |
| Annual Report Gross Expense Ratio | 0.60 | 0.83 | 72% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 1.039 | 0.489 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 99.1M | 296% |
| Annual Yield % from dividends | 2.49 | 2.67 | 93% |
| Returns for 1 year | 5.32 | 4.94 | 108% |
| Returns for 3 years | 9.64 | 8.87 | 109% |
| Returns for 5 years | 3.70 | 1.74 | 213% |
| Returns for 10 years | 14.65 | 12.83 | 114% |
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