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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$14.50
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets62.1M
American Funds Capital Income Bldr 529C
Price$78.72
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Jan 16, 2026
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 CETAX is a Hold and CIRCX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. CETAX (62.1M). CETAX pays higher dividends than CIRCX: CETAX (4.13) vs CIRCX (2.12). CETAX was incepted earlier than CIRCX: CETAX (10 years) vs CIRCX (24 years). CETAX (1.56) is less costly to investors than CIRCX (1.37). CIRCX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). CIRCX has a lower initial minimum investment than CETAX: CIRCX (250) vs CETAX (2500). CETAX annual gain was more profitable for investors over the last year : 28.55 vs. CIRCX (17.02). CIRCX return over 5 years is better than : 38.64 vs. CETAX (29.52).
| CETAX | CIRCX | CETAX / CIRCX | |
| Total Expense Ratio | 1.40 | 1.37 | 102% |
| Annual Report Gross Expense Ratio | 1.56 | 1.37 | 114% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 3.056 | 1.943 | 157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.1M | 121B | 0% |
| Annual Yield % from dividends | 4.13 | 2.12 | 194% |
| Returns for 1 year | 28.55 | 17.02 | 168% |
| Returns for 3 years | 30.21 | 29.84 | 101% |
| Returns for 5 years | 29.52 | 38.64 | 76% |
| Returns for 10 years | N/A | 91.93 | - |
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