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CFIHX vs WASCX
CFIHX vs WASCX Comparison
Open Charts CFIHX vs WASCX
American Funds Capital Income Bldr F3
Price$72.69
Change+$0.28 (+0.39%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl C
Price$20.60
Change+$0.06 (+0.29%)
VolumeN/A
CapitalizationN/A
CFIHX vs WASCX Comparison Chart
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CFIHX vs. WASCX 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 WASCX is a Buy.
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 (19.49) and CFIHX (18.60) have marching annual gain over last year. CFIHX return over 5 years is better than : 30.37 vs. WASCX (7.19).
| 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 | 12.259 | 14.400 | 85% |
| 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 | 5,993% |
| Annual Yield % from dividends | 3.59 | 2.53 | 142% |
| Returns for 1 year | 18.60 | 19.49 | 95% |
| Returns for 3 years | 14.33 | -13.31 | -108% |
| Returns for 5 years | 30.37 | 7.19 | 422% |
| Returns for 10 years | N/A | -26.63 | - |
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