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KTRSX vs RIRFX
KTRSX vs RIRFX Comparison
Open Charts KTRSX vs RIRFX
DWS Global Income Builder S
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets562.69M
American Funds Capital Income Bldr R5
Price$72.53
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
KTRSX vs RIRFX Comparison Chart
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KTRSX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. KTRSX (563M). KTRSX pays higher dividends than RIRFX: KTRSX (4.05) vs RIRFX (3.41). KTRSX was incepted earlier than RIRFX: KTRSX (20 years) vs RIRFX (23 years). KTRSX (0.73) is less costly to investors than RIRFX (0.31). KTRSX is a more actively managed with annual turnover of: 306.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than KTRSX: RIRFX (250) vs KTRSX (2500). RIRFX annual gain was more profitable for investors over the last year : 11.37 vs. KTRSX (-5.75). RIRFX return over 5 years is better than : 56.89 vs. KTRSX (18.18).
| KTRSX | RIRFX | KTRSX / RIRFX | |
| Total Expense Ratio | 0.73 | 0.31 | 235% |
| Annual Report Gross Expense Ratio | 0.73 | 0.31 | 235% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.890 | 6.228 | 14% |
| 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 | 3.41 | 119% |
| Returns for 1 year | -5.75 | 11.37 | -51% |
| Returns for 3 years | 7.31 | 23.89 | 31% |
| Returns for 5 years | 18.18 | 56.89 | 32% |
| Returns for 10 years | 26.78 | 51.04 | 52% |
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