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FWCBX vs IMAIX
FWCBX vs IMAIX Comparison
Open Charts FWCBX vs IMAIX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Multi-Asset Income I
Price$9.33
Change-$0.18 (-1.89%)
VolumeN/A
CapitalizationN/A
FWCBX vs IMAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. IMAIX (74M). IMAIX pays higher dividends than FWCBX: IMAIX (5.53) vs FWCBX (3.54). FWCBX was incepted earlier than IMAIX: FWCBX (4 years) vs IMAIX (9 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IMAIX (51.00). IMAIX has a lower initial minimum investment than FWCBX: IMAIX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. IMAIX (5.17).
| FWCBX | IMAIX | FWCBX / IMAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 12.273 | 3.742 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 74M | 145,946% |
| Annual Yield % from dividends | 3.54 | 5.53 | 64% |
| Returns for 1 year | 13.73 | 5.17 | 266% |
| Returns for 3 years | 17.14 | -4.15 | -413% |
| Returns for 5 years | N/A | 10.57 | - |
| Returns for 10 years | N/A | N/A | - |
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