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FXAIX vs WCEAX
FXAIX vs WCEAX Comparison
Open Charts FXAIX vs WCEAX
Delaware Ivy Core Equity Fund
Price$18.72
Change-$0.04 (-0.21%)
VolumeN/A
CapitalizationN/A
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FXAIX vs WCEAX Comparison Chart
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FXAIX vs. WCEAX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Buy and WCEAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. WCEAX (3.87B). FXAIX pays higher dividends than WCEAX: FXAIX (1.31) vs WCEAX (0.31). FXAIX was incepted earlier than WCEAX: FXAIX (13 years) vs WCEAX (24 years). WCEAX is a more actively managed with annual turnover of: 37.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than WCEAX: FXAIX (0) vs WCEAX (1000). FXAIX annual gain was more profitable for investors over the last year : 28.29 vs. WCEAX (17.66). FXAIX return over 5 years is better than : 101.18 vs. WCEAX (26.67).
| FXAIX | WCEAX | FXAIX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 18.982 | 21.344 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 3.87B | 15,101% |
| Annual Yield % from dividends | 1.31 | 0.31 | 422% |
| Returns for 1 year | 28.29 | 17.66 | 160% |
| Returns for 3 years | 32.76 | -8.97 | -365% |
| Returns for 5 years | 101.18 | 26.67 | 379% |
| Returns for 10 years | 203.96 | 24.94 | 818% |
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