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FWCBX vs IASRX
FWCBX vs IASRX Comparison
Open Charts FWCBX vs IASRX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl R
Price$22.34
Change-$0.14 (-0.62%)
VolumeN/A
CapitalizationN/A
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FWCBX vs IASRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IASRX (1.85B). FWCBX pays higher dividends than IASRX: FWCBX (3.54) vs IASRX (2.71). FWCBX was incepted earlier than IASRX: FWCBX (4 years) vs IASRX (16 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IASRX (74.00). IASRX has a lower initial minimum investment than FWCBX: IASRX (0) vs FWCBX (250). IASRX annual gain was more profitable for investors over the last year : 21.26 vs. FWCBX (19.18).
| FWCBX | IASRX | FWCBX / IASRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 12.149 | 13.379 | 91% |
| 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 | 3.54 | 2.71 | 130% |
| Returns for 1 year | 19.18 | 21.26 | 90% |
| Returns for 3 years | 19.65 | -9.77 | -201% |
| Returns for 5 years | N/A | 13.17 | - |
| Returns for 10 years | N/A | -21.89 | - |
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