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FWCBX vs IMAIX
FWCBX vs IMAIX Comparison
Open Charts FWCBX vs IMAIX
American Funds Capital Income Bldr 529F3
Price$71.86
Change-$0.31 (-0.43%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Multi-Asset Income I
Price$9.52
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
FWCBX vs IMAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. IMAIX (75.5M). 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 : 18.21 vs. IMAIX (10.05).
| 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 | 10.899 | 3.521 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 75.5M | 141,722% |
| Annual Yield % from dividends | 3.54 | 5.53 | 64% |
| Returns for 1 year | 18.21 | 10.05 | 181% |
| Returns for 3 years | 15.57 | -5.22 | -298% |
| Returns for 5 years | N/A | 11.09 | - |
| Returns for 10 years | N/A | N/A | - |