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FXAIX vs WCEYX
FXAIX vs WCEYX Comparison
Open Charts FXAIX vs WCEYX
Delaware Ivy Core Equity Fund
Price$21.82
Change-$0.04 (-0.18%)
VolumeN/A
CapitalizationN/A
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FXAIX vs WCEYX Comparison Chart
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FXAIX vs. WCEYX 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 WCEYX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. WCEYX (3.87B). FXAIX pays higher dividends than WCEYX: FXAIX (1.31) vs WCEYX (0.19). FXAIX was incepted earlier than WCEYX: FXAIX (13 years) vs WCEYX (29 years). WCEYX is a more actively managed with annual turnover of: 37.00 vs. FXAIX (3.00). FXAIX (0) and WCEYX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 33.63 vs. WCEYX (24.66). FXAIX return over 5 years is better than : 104.21 vs. WCEYX (37.35).
| FXAIX | WCEYX | FXAIX / WCEYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 20.776 | 23.416 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 3.87B | 15,101% |
| Annual Yield % from dividends | 1.31 | 0.19 | 701% |
| Returns for 1 year | 33.63 | 24.66 | 136% |
| Returns for 3 years | 37.19 | -0.90 | -4,137% |
| Returns for 5 years | 104.21 | 37.35 | 279% |
| Returns for 10 years | 212.82 | 42.55 | 500% |
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