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KTRCX vs RIREX
KTRCX vs RIREX Comparison
Open Charts KTRCX vs RIREX
DWS Global Income Builder C
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets562.69M
American Funds Capital Income Bldr R4
Price$72.48
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.96B
KTRCX vs RIREX Comparison Chart
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KTRCX vs. RIREX commentary
May 09, 2025
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 KTRCX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. KTRCX (563M). RIREX (3.12) and KTRCX (2.98) have matching dividends . KTRCX was incepted earlier than RIREX: KTRCX (31 years) vs RIREX (23 years). KTRCX (1.76) is less costly to investors than RIREX (0.62). KTRCX is a more actively managed with annual turnover of: 306.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than KTRCX: RIREX (250) vs KTRCX (1000). RIREX annual gain was more profitable for investors over the last year : 10.59 vs. KTRCX (-6.64). RIREX return over 5 years is better than : 47.26 vs. KTRCX (12.52).
| KTRCX | RIREX | KTRCX / RIREX | |
| Total Expense Ratio | 1.76 | 0.62 | 284% |
| Annual Report Gross Expense Ratio | 1.76 | 0.62 | 284% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.599 | 5.800 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 110B | 1% |
| Annual Yield % from dividends | 2.98 | 3.12 | 96% |
| Returns for 1 year | -6.64 | 10.59 | -63% |
| Returns for 3 years | 4.23 | 22.07 | 19% |
| Returns for 5 years | 12.52 | 47.26 | 26% |
| Returns for 10 years | 15.10 | 37.00 | 41% |