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FBCIX vs IVAEX
FBCIX vs IVAEX Comparison
Open Charts FBCIX vs IVAEX
American Funds Capital Income Bldr 529F2
Price$71.46
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Macquarie Asset Strategy Fund Cl I
Price$21.95
Change+$0.31 (+1.43%)
VolumeN/A
Net Assets1.68B
FBCIX vs IVAEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 107B vs. IVAEX (1.68B). FBCIX pays higher dividends than IVAEX: FBCIX (3.37) vs IVAEX (1.71). FBCIX was incepted earlier than IVAEX: FBCIX (4 years) vs IVAEX (18 years). IVAEX (0.81) is less costly to investors than FBCIX (0.36). IVAEX has a lower initial minimum investment than FBCIX: IVAEX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 10.95 vs. IVAEX (1.56).
| FBCIX | IVAEX | FBCIX / IVAEX | |
| Total Expense Ratio | 0.36 | 0.81 | 44% |
| Annual Report Gross Expense Ratio | 0.36 | 0.81 | 44% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | 4.347 | -0.541 | -803% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.68B | 6,373% |
| Annual Yield % from dividends | 3.37 | 1.71 | 198% |
| Returns for 1 year | 10.95 | 1.56 | 704% |
| Returns for 3 years | 18.74 | 2.75 | 680% |
| Returns for 5 years | N/A | 26.86 | - |
| Returns for 10 years | N/A | -7.93 | - |