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FBCIX vs IASTX
FBCIX vs IASTX Comparison
Open Charts FBCIX vs IASTX
American Funds Capital Income Bldr 529F2
Price$72.77
Change-$0.38 (-0.52%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl R6
Price$22.38
Change-$0.09 (-0.40%)
VolumeN/A
CapitalizationN/A
FBCIX vs IASTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 109B vs. IASTX (1.81B). FBCIX pays higher dividends than IASTX: FBCIX (3.49) vs IASTX (3.06). FBCIX was incepted earlier than IASTX: FBCIX (4 years) vs IASTX (10 years). FBCIX is a more actively managed with annual turnover of: 106.00 vs. IASTX (74.00). IASTX has a lower initial minimum investment than FBCIX: IASTX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 13.69 vs. IASTX (11.51).
| FBCIX | IASTX | FBCIX / IASTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 12.232 | 10.538 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.81B | 6,035% |
| Annual Yield % from dividends | 3.49 | 3.06 | 114% |
| Returns for 1 year | 13.69 | 11.51 | 119% |
| Returns for 3 years | 17.02 | -1.72 | -991% |
| Returns for 5 years | N/A | 13.34 | - |
| Returns for 10 years | N/A | -2.03 | - |