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FWCBX vs IASTX
FWCBX vs IASTX Comparison
Open Charts FWCBX vs IASTX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl R6
Price$21.91
Change-$0.47 (-2.10%)
VolumeN/A
CapitalizationN/A
FWCBX vs IASTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. IASTX (1.8B). FWCBX pays higher dividends than IASTX: FWCBX (3.54) vs IASTX (3.06). FWCBX was incepted earlier than IASTX: FWCBX (4 years) vs IASTX (10 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IASTX (74.00). IASTX has a lower initial minimum investment than FWCBX: IASTX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. IASTX (11.51).
| FWCBX | IASTX | FWCBX / IASTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 12.273 | 10.538 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.8B | 6,007% |
| Annual Yield % from dividends | 3.54 | 3.06 | 115% |
| Returns for 1 year | 13.73 | 11.51 | 119% |
| Returns for 3 years | 17.14 | -1.72 | -999% |
| Returns for 5 years | N/A | 13.34 | - |
| Returns for 10 years | N/A | -2.03 | - |
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