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CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$79.55
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
DWS Global Income Builder Inst
Price$9.63
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets607.07M
CIRCX vs KTRIX Comparison Chart in %
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CIRCX vs. KTRIX commentary
Oct 19, 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 CIRCX is a Buy and KTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 119B vs. KTRIX (607M). KTRIX pays higher dividends than CIRCX: KTRIX (3.68) vs CIRCX (2.16). CIRCX was incepted earlier than KTRIX: CIRCX (24 years) vs KTRIX (30 years). CIRCX (1.37) is less costly to investors than KTRIX (0.69). KTRIX is a more actively managed with annual turnover of: 306.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than KTRIX: CIRCX (250) vs KTRIX (1000000). CIRCX annual gain was more profitable for investors over the last year : 9.92 vs. KTRIX (-1.55). CIRCX return over 5 years is better than : 51.59 vs. KTRIX (17.97).
| CIRCX | KTRIX | CIRCX / KTRIX | |
| Total Expense Ratio | 1.37 | 0.69 | 199% |
| Annual Report Gross Expense Ratio | 1.37 | 0.69 | 199% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 16.357 | 13.311 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 607M | 19,605% |
| Annual Yield % from dividends | 2.16 | 3.68 | 59% |
| Returns for 1 year | 9.92 | -1.55 | -638% |
| Returns for 3 years | 45.77 | 33.95 | 135% |
| Returns for 5 years | 51.59 | 17.97 | 287% |
| Returns for 10 years | 77.34 | 51.38 | 151% |
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