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CIREX vs KTRCX
CIREX vs KTRCX Comparison
Open Charts CIREX vs KTRCX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
DWS Global Income Builder C
Price$9.65
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets607.07M
CIREX vs KTRCX Comparison Chart in %
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CIREX vs. KTRCX 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 CIREX is a Buy and KTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. KTRCX (607M). CIREX (2.67) and KTRCX (2.65) have matching dividends . CIREX was incepted earlier than KTRCX: CIREX (24 years) vs KTRCX (31 years). KTRCX (1.76) is less costly to investors than CIREX (0.85). KTRCX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than KTRCX: CIREX (250) vs KTRCX (1000). CIREX annual gain was more profitable for investors over the last year : 10.49 vs. KTRCX (-2.69). CIREX return over 5 years is better than : 55.62 vs. KTRCX (11.92).
| CIREX | KTRCX | CIREX / KTRCX | |
| Total Expense Ratio | 0.85 | 1.76 | 48% |
| Annual Report Gross Expense Ratio | 0.85 | 1.76 | 48% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 16.842 | 12.271 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 607M | 19,605% |
| Annual Yield % from dividends | 2.67 | 2.65 | 101% |
| Returns for 1 year | 10.49 | -2.69 | -390% |
| Returns for 3 years | 48.07 | 29.64 | 162% |
| Returns for 5 years | 55.62 | 11.92 | 466% |
| Returns for 10 years | 86.95 | 36.54 | 238% |
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