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CIREX vs KTRZX
CIREX vs KTRZX Comparison
Open Charts CIREX vs KTRZX
American Funds Capital Income Bldr 529E
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
DWS Global Income Builder R6
Price$9.62
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets607.07M
CIREX vs KTRZX Comparison Chart in %
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CIREX vs. KTRZX 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 KTRZX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 119B vs. KTRZX (607M). KTRZX pays higher dividends than CIREX: KTRZX (3.77) vs CIREX (2.67). CIREX was incepted earlier than KTRZX: CIREX (24 years) vs KTRZX (11 years). CIREX (0.85) is less costly to investors than KTRZX (0.58). KTRZX is a more actively managed with annual turnover of: 306.00 vs. CIREX (56.00). KTRZX has a lower initial minimum investment than CIREX: KTRZX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 10.49 vs. KTRZX (-1.45). CIREX return over 5 years is better than : 55.62 vs. KTRZX (18.55).
| CIREX | KTRZX | CIREX / KTRZX | |
| Total Expense Ratio | 0.85 | 0.58 | 147% |
| Annual Report Gross Expense Ratio | 0.85 | 0.58 | 147% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 16.842 | 13.286 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 607M | 19,605% |
| Annual Yield % from dividends | 2.67 | 3.77 | 71% |
| Returns for 1 year | 10.49 | -1.45 | -721% |
| Returns for 3 years | 48.07 | 34.22 | 140% |
| Returns for 5 years | 55.62 | 18.55 | 300% |
| Returns for 10 years | 86.95 | 52.73 | 165% |
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