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CIRCX vs KTRIX
CIRCX vs KTRIX Comparison
Open Charts CIRCX vs KTRIX
American Funds Capital Income Bldr 529C
Price$77.48
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
DWS Global Income Builder Inst
Price$9.25
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets607.5M
CIRCX vs KTRIX Comparison Chart in %
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CIRCX vs. KTRIX commentary
Dec 26, 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 Hold and KTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. KTRIX (608M). KTRIX pays higher dividends than CIRCX: KTRIX (3.62) vs CIRCX (2.11). CIRCX was incepted earlier than KTRIX: CIRCX (24 years) vs KTRIX (31 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 : 12.56 vs. KTRIX (8.22). CIRCX return over 5 years is better than : 38.84 vs. KTRIX (6.63).
| 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 | 31 years | - |
| Gain YTD | 13.329 | 8.840 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 608M | 19,901% |
| Annual Yield % from dividends | 2.11 | 3.62 | 58% |
| Returns for 1 year | 12.56 | 8.22 | 153% |
| Returns for 3 years | 30.44 | 21.11 | 144% |
| Returns for 5 years | 38.84 | 6.63 | 586% |
| Returns for 10 years | 75.92 | 50.17 | 151% |
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