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FWCBX vs IMURX
FWCBX vs IMURX Comparison
Open Charts FWCBX vs IMURX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Multi-Asset Income R6
Price$9.32
Change-$0.18 (-1.89%)
VolumeN/A
CapitalizationN/A
FWCBX vs IMURX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. IMURX (74M). IMURX pays higher dividends than FWCBX: IMURX (5.62) vs FWCBX (3.54). FWCBX was incepted earlier than IMURX: FWCBX (4 years) vs IMURX (9 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IMURX (51.00). IMURX has a lower initial minimum investment than FWCBX: IMURX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. IMURX (5.29).
| FWCBX | IMURX | FWCBX / IMURX | |
| 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 | 3.861 | 318% |
| 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 | 5.62 | 63% |
| Returns for 1 year | 13.73 | 5.29 | 260% |
| Returns for 3 years | 17.14 | -4.07 | -421% |
| Returns for 5 years | N/A | 10.64 | - |
| Returns for 10 years | N/A | N/A | - |
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