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FBCIX vs IVAEX
FBCIX vs IVAEX Comparison
Open Charts FBCIX vs IVAEX
American Funds Capital Income Bldr 529F2
Price$71.08
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
Macquarie Asset Strategy Fund Cl I
Price$21.58
Change-$0.59 (-2.66%)
VolumeN/A
Net Assets1.73B
FBCIX vs IVAEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. IVAEX (1.73B). 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 : 8.62 vs. IVAEX (1.93).
| 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 | 3.792 | 1.894 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.73B | 6,358% |
| Annual Yield % from dividends | 3.37 | 1.71 | 198% |
| Returns for 1 year | 8.62 | 1.93 | 447% |
| Returns for 3 years | 14.87 | -0.46 | -3,206% |
| Returns for 5 years | N/A | 43.06 | - |
| Returns for 10 years | N/A | -3.92 | - |
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