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CFIHX vs IVAEX
CFIHX vs IVAEX Comparison
Open Charts CFIHX vs IVAEX
American Funds Capital Income Bldr F3
Price$73.09
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl I
Price$23.35
Change-$0.17 (-0.72%)
VolumeN/A
CapitalizationN/A
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CFIHX vs IVAEX Comparison Chart
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CFIHX vs. IVAEX commentary
Sep 21, 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 IVAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. IVAEX (1.85B). CFIHX pays higher dividends than IVAEX: CFIHX (3.59) vs IVAEX (2.99). CFIHX was incepted earlier than IVAEX: CFIHX (8 years) vs IVAEX (17 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than CFIHX: IVAEX (0) vs CFIHX (1000000). IVAEX annual gain was more profitable for investors over the last year : 25.78 vs. CFIHX (21.65). CFIHX return over 5 years is better than : 34.15 vs. IVAEX (18.83).
| CFIHX | IVAEX | CFIHX / IVAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 12.877 | 15.237 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.85B | 5,952% |
| Annual Yield % from dividends | 3.59 | 2.99 | 120% |
| Returns for 1 year | 21.65 | 25.78 | 84% |
| Returns for 3 years | 18.36 | -5.63 | -326% |
| Returns for 5 years | 34.15 | 18.83 | 181% |
| Returns for 10 years | N/A | -14.56 | - |