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FWCBX vs IMAAX
FWCBX vs IMAAX Comparison
Open Charts FWCBX vs IMAAX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Multi-Asset Income A
Price$9.81
Change-$0.13 (-1.31%)
VolumeN/A
CapitalizationN/A
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FWCBX vs IMAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IMAAX (82.8M). IMAAX pays higher dividends than FWCBX: IMAAX (5.31) vs FWCBX (3.54). FWCBX was incepted earlier than IMAAX: FWCBX (4 years) vs IMAAX (9 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IMAAX (51.00). FWCBX has a lower initial minimum investment than IMAAX: FWCBX (250) vs IMAAX (1000). FWCBX annual gain was more profitable for investors over the last year : 19.18 vs. IMAAX (11.79).
| FWCBX | IMAAX | FWCBX / IMAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 12.149 | 6.456 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 82.8M | 132,850% |
| Annual Yield % from dividends | 3.54 | 5.31 | 67% |
| Returns for 1 year | 19.18 | 11.79 | 163% |
| Returns for 3 years | 19.65 | -1.83 | -1,072% |
| Returns for 5 years | N/A | 14.20 | - |
| Returns for 10 years | N/A | N/A | - |
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