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KTRIX vs RIRFX
KTRIX vs RIRFX Comparison
Open Charts KTRIX vs RIRFX
DWS Global Income Builder Inst
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets563.35M
American Funds Capital Income Bldr R5
Price$72.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.75B
KTRIX vs RIRFX Comparison Chart
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KTRIX vs. RIRFX commentary
May 11, 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 KTRIX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. KTRIX (563M). KTRIX pays higher dividends than RIRFX: KTRIX (4.10) vs RIRFX (3.41). KTRIX was incepted earlier than RIRFX: KTRIX (30 years) vs RIRFX (23 years). KTRIX (0.69) is less costly to investors than RIRFX (0.31). KTRIX is a more actively managed with annual turnover of: 306.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than KTRIX: RIRFX (250) vs KTRIX (1000000). RIRFX annual gain was more profitable for investors over the last year : 10.55 vs. KTRIX (-5.60). RIRFX return over 5 years is better than : 56.68 vs. KTRIX (18.73).
| KTRIX | RIRFX | KTRIX / RIRFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 1.124 | 6.082 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 110B | 1% |
| Annual Yield % from dividends | 4.10 | 3.41 | 120% |
| Returns for 1 year | -5.60 | 10.55 | -53% |
| Returns for 3 years | 9.64 | 26.08 | 37% |
| Returns for 5 years | 18.73 | 56.68 | 33% |
| Returns for 10 years | 28.21 | 51.97 | 54% |
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