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FBCIX vs IVAEX
FBCIX vs IVAEX Comparison
Open Charts FBCIX vs IVAEX
American Funds Capital Income Bldr 529F2
Price$73.14
Change-$0.08 (-0.11%)
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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FBCIX vs IVAEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. IVAEX (1.85B). FBCIX pays higher dividends than IVAEX: FBCIX (3.49) vs IVAEX (2.99). FBCIX was incepted earlier than IVAEX: FBCIX (4 years) vs IVAEX (17 years). FBCIX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than FBCIX: IVAEX (0) vs FBCIX (250). IVAEX annual gain was more profitable for investors over the last year : 25.78 vs. FBCIX (21.53).
| FBCIX | IVAEX | FBCIX / IVAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 12.802 | 15.237 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.85B | 5,952% |
| Annual Yield % from dividends | 3.49 | 2.99 | 117% |
| Returns for 1 year | 21.53 | 25.78 | 84% |
| Returns for 3 years | 21.39 | -5.63 | -380% |
| Returns for 5 years | N/A | 18.83 | - |
| Returns for 10 years | N/A | -14.56 | - |
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