Interact to see
Advertisement
Advertisement
CETAX vs CIREX
CETAX vs CIREX Comparison
Open Charts CETAX vs CIREX
Centerstone Investors A
Price$13.83
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets76.14M
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
CETAX vs CIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CETAX vs. CIREX commentary
Jul 07, 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 CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. CETAX (76.1M). CIREX pays higher dividends than CETAX: CIREX (2.75) vs CETAX (1.80). CETAX was incepted earlier than CIREX: CETAX (9 years) vs CIREX (23 years). CETAX (1.49) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 vs. CETAX (49.72). CIREX has a lower initial minimum investment than CETAX: CIREX (250) vs CETAX (2500). CETAX (15.56) and CIREX (15.44) have marching annual gain over last year. CIREX return over 5 years is better than : 54.30 vs. CETAX (43.80).
| CETAX | CIREX | CETAX / CIREX | |
| Total Expense Ratio | 1.42 | 0.85 | 167% |
| Annual Report Gross Expense Ratio | 1.49 | 0.85 | 175% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 17.104 | 12.928 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 116B | 0% |
| Annual Yield % from dividends | 1.80 | 2.75 | 65% |
| Returns for 1 year | 15.56 | 15.44 | 101% |
| Returns for 3 years | 24.20 | 34.36 | 70% |
| Returns for 5 years | 43.80 | 54.30 | 81% |
| Returns for 10 years | N/A | 79.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ZVNBX | 42.09 | 0.58 | +1.40% |
| Zevenbergen Growth Investor | |||
| GISOX | 18.48 | 0.14 | +0.76% |
| Grandeur Peak Intl Stalwarts Inv | |||
| VVONX | 22.77 | 0.15 | +0.66% |
| Invesco Value Opportunities R5 | |||
| FACPX | 41.70 | 0.25 | +0.60% |
| Fidelity Advisor Consumer Discret M | |||
| SIECX | 12.37 | -0.01 | -0.08% |
| Saratoga International Equity C | |||