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FWCBX vs IVAEX
FWCBX vs IVAEX Comparison
Open Charts FWCBX vs IVAEX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl I
Price$23.35
Change-$0.17 (-0.72%)
VolumeN/A
CapitalizationN/A
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FWCBX vs IVAEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IVAEX (1.85B). FWCBX pays higher dividends than IVAEX: FWCBX (3.54) vs IVAEX (2.99). FWCBX was incepted earlier than IVAEX: FWCBX (4 years) vs IVAEX (17 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. IVAEX (74.00). IVAEX has a lower initial minimum investment than FWCBX: IVAEX (0) vs FWCBX (250). IVAEX annual gain was more profitable for investors over the last year : 25.78 vs. FWCBX (21.57).
| FWCBX | IVAEX | FWCBX / IVAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 12.828 | 15.237 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.85B | 5,952% |
| Annual Yield % from dividends | 3.54 | 2.99 | 118% |
| Returns for 1 year | 21.57 | 25.78 | 84% |
| Returns for 3 years | 21.52 | -5.63 | -382% |
| Returns for 5 years | N/A | 18.83 | - |
| Returns for 10 years | N/A | -14.56 | - |
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