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FBCIX vs IVAEX
FBCIX vs IVAEX Comparison
Open Charts FBCIX vs IVAEX
American Funds Capital Income Bldr 529F2
Price$71.88
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl I
Price$23.15
Change-$0.26 (-1.11%)
VolumeN/A
CapitalizationN/A
FBCIX vs IVAEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 107B vs. IVAEX (1.79B). FBCIX pays higher dividends than IVAEX: FBCIX (3.49) vs IVAEX (2.99). FBCIX was incepted earlier than IVAEX: FBCIX (4 years) vs IVAEX (18 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 : 20.63 vs. FBCIX (18.17).
| FBCIX | IVAEX | FBCIX / IVAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | 10.859 | 14.250 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.79B | 5,981% |
| Annual Yield % from dividends | 3.49 | 2.99 | 117% |
| Returns for 1 year | 18.17 | 20.63 | 88% |
| Returns for 3 years | 15.45 | -10.34 | -149% |
| Returns for 5 years | N/A | 14.47 | - |
| Returns for 10 years | N/A | -16.12 | - |
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