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KTRSX vs RCEEX
KTRSX vs RCEEX Comparison
Open Charts KTRSX vs RCEEX
DWS Global Income Builder S
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets562.69M
American Funds Capital Income Bldr R2E
Price$72.12
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
KTRSX vs RCEEX Comparison Chart
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KTRSX vs. RCEEX 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 KTRSX is a StrongBuy and RCEEX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. KTRSX (563M). KTRSX pays higher dividends than RCEEX: KTRSX (4.05) vs RCEEX (2.70). KTRSX was incepted earlier than RCEEX: KTRSX (20 years) vs RCEEX (11 years). RCEEX (1.07) is less costly to investors than KTRSX (0.73). KTRSX is a more actively managed with annual turnover of: 306.00 vs. RCEEX (56.00). RCEEX has a lower initial minimum investment than KTRSX: RCEEX (250) vs KTRSX (2500). RCEEX annual gain was more profitable for investors over the last year : 10.09 vs. KTRSX (-5.75). RCEEX return over 5 years is better than : 44.76 vs. KTRSX (18.18).
| KTRSX | RCEEX | KTRSX / RCEEX | |
| Total Expense Ratio | 0.73 | 1.07 | 68% |
| Annual Report Gross Expense Ratio | 0.73 | 1.07 | 68% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 0.890 | 5.623 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 110B | 1% |
| Annual Yield % from dividends | 4.05 | 2.70 | 150% |
| Returns for 1 year | -5.75 | 10.09 | -57% |
| Returns for 3 years | 7.31 | 20.73 | 35% |
| Returns for 5 years | 18.18 | 44.76 | 41% |
| Returns for 10 years | 26.78 | 33.92 | 79% |
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