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CFIHX vs IASRX
CFIHX vs IASRX Comparison
Open Charts CFIHX vs IASRX
American Funds Capital Income Bldr F3
Price$72.69
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl R
Price$22.42
Change+$0.07 (+0.31%)
VolumeN/A
CapitalizationN/A
CFIHX vs IASRX Comparison Chart
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CFIHX vs. IASRX commentary
Nov 23, 2024
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 CFIHX is a Buy and IASRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. IASRX (1.8B). CFIHX pays higher dividends than IASRX: CFIHX (3.59) vs IASRX (2.71). CFIHX was incepted earlier than IASRX: CFIHX (8 years) vs IASRX (16 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). IASRX has a lower initial minimum investment than CFIHX: IASRX (0) vs CFIHX (1000000). IASRX annual gain was more profitable for investors over the last year : 20.10 vs. CFIHX (18.60). CFIHX return over 5 years is better than : 30.37 vs. IASRX (11.86).
| CFIHX | IASRX | CFIHX / IASRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 12.259 | 14.861 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.8B | 5,993% |
| Annual Yield % from dividends | 3.59 | 2.71 | 132% |
| Returns for 1 year | 18.60 | 20.10 | 93% |
| Returns for 3 years | 14.33 | -10.50 | -136% |
| Returns for 5 years | 30.37 | 11.86 | 256% |
| Returns for 10 years | N/A | -21.10 | - |
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