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KTRSX vs RIREX
KTRSX vs RIREX Comparison
Open Charts KTRSX vs RIREX
DWS Global Income Builder S
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
KTRSX vs RIREX Comparison Chart
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KTRSX 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 KTRSX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. KTRSX (563M). KTRSX pays higher dividends than RIREX: KTRSX (4.05) vs RIREX (3.12). KTRSX was incepted earlier than RIREX: KTRSX (20 years) vs RIREX (23 years). KTRSX (0.73) is less costly to investors than RIREX (0.62). KTRSX is a more actively managed with annual turnover of: 306.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than KTRSX: RIREX (250) vs KTRSX (2500). RIREX annual gain was more profitable for investors over the last year : 10.59 vs. KTRSX (-5.75). RIREX return over 5 years is better than : 47.26 vs. KTRSX (18.18).
| KTRSX | RIREX | KTRSX / RIREX | |
| Total Expense Ratio | 0.73 | 0.62 | 118% |
| Annual Report Gross Expense Ratio | 0.73 | 0.62 | 118% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.890 | 5.800 | 15% |
| 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 | 3.12 | 130% |
| Returns for 1 year | -5.75 | 10.59 | -54% |
| Returns for 3 years | 7.31 | 22.07 | 33% |
| Returns for 5 years | 18.18 | 47.26 | 38% |
| Returns for 10 years | 26.78 | 37.00 | 72% |
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