CIRCX
Price
$77.29
Change
+$0.26 (+0.34%)
Updated
Jul 3 closing price
Net Assets
116.46B
IVAEX
Price
$23.96
Change
+$0.09 (+0.38%)
Updated
Jul 3 closing price
Net Assets
1.83B
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CIRCX vs IVAEX

Header iconCIRCX vs IVAEX Comparison
Open Charts CIRCX vs IVAEXBanner chart's image
American Funds Capital Income Bldr 529C
Price$77.29
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Macquarie Asset Strategy Fund Cl I
Price$23.96
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets1.83B
CIRCX vs IVAEX Comparison Chart in %
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CIRCX vs. IVAEX commentary
Jul 07, 2025

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 CIRCX is a Buy and IVAEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 116B vs. IVAEX (1.83B). CIRCX pays higher dividends than IVAEX: CIRCX (2.25) vs IVAEX (1.39). CIRCX was incepted earlier than IVAEX: CIRCX (23 years) vs IVAEX (18 years). CIRCX (1.37) is less costly to investors than IVAEX (0.81). CIRCX (56.00) and IVAEX (54.00) have comparable annual turnover. IVAEX has a lower initial minimum investment than CIRCX: IVAEX (0) vs CIRCX (250). CIRCX annual gain was more profitable for investors over the last year : 14.86 vs. IVAEX (6.54). CIRCX return over 5 years is better than : 50.30 vs. IVAEX (26.66).
CIRCXIVAEXCIRCX / IVAEX
Total Expense Ratio1.370.81169%
Annual Report Gross Expense Ratio1.370.81169%
Fund Existence23 years18 years-
Gain YTD12.62510.666118%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets116B1.83B6,353%
Annual Yield % from dividends2.251.39162%
Returns for 1 year14.866.54227%
Returns for 3 years32.2423.59137%
Returns for 5 years50.3026.66189%
Returns for 10 years70.437.24973%
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