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CFIHX vs WASCX
CFIHX vs WASCX Comparison
Open Charts CFIHX vs WASCX
American Funds Capital Income Bldr F3
Price$72.91
Change+$0.53 (+0.73%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl C
Price$20.54
Change+$0.16 (+0.79%)
VolumeN/A
CapitalizationN/A
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CFIHX vs WASCX Comparison Chart
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CFIHX vs. WASCX commentary
Nov 06, 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 Sell and WASCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. WASCX (1.8B). CFIHX pays higher dividends than WASCX: CFIHX (3.59) vs WASCX (2.53). CFIHX was incepted earlier than WASCX: CFIHX (8 years) vs WASCX (30 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. WASCX (74.00). WASCX has a lower initial minimum investment than CFIHX: WASCX (1000) vs CFIHX (1000000). WASCX annual gain was more profitable for investors over the last year : 22.31 vs. CFIHX (20.66). CFIHX return over 5 years is better than : 30.08 vs. WASCX (6.51).
| CFIHX | WASCX | CFIHX / WASCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 11.780 | 13.509 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.8B | 6,003% |
| Annual Yield % from dividends | 3.59 | 2.53 | 142% |
| Returns for 1 year | 20.66 | 22.31 | 93% |
| Returns for 3 years | 12.88 | -14.74 | -87% |
| Returns for 5 years | 30.08 | 6.51 | 462% |
| Returns for 10 years | N/A | -25.64 | - |
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