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CETAX vs CIRCX
CETAX vs CIRCX Comparison
Open Charts CETAX vs CIRCX
Centerstone Investors A
Price$14.57
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets64.12M
American Funds Capital Income Bldr 529C
Price$81.12
Change-$0.61 (-0.75%)
VolumeN/A
Net Assets120.93B
CETAX vs CIRCX Comparison Chart in %
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CETAX vs. CIRCX commentary
Dec 14, 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 CETAX is a Buy and CIRCX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. CETAX (64.1M). CIRCX pays higher dividends than CETAX: CIRCX (2.11) vs CETAX (1.72). 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 : 18.68 vs. CIRCX (14.90). CIRCX return over 5 years is better than : 46.37 vs. CETAX (28.24).
| 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 | 23.201 | 19.546 | 119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.1M | 121B | 0% |
| Annual Yield % from dividends | 1.72 | 2.11 | 82% |
| Returns for 1 year | 18.68 | 14.90 | 125% |
| Returns for 3 years | 30.55 | 36.20 | 84% |
| Returns for 5 years | 28.24 | 46.37 | 61% |
| Returns for 10 years | N/A | 90.47 | - |
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