CIRCX
Price
$77.94
Change
-$0.04 (-0.05%)
Updated
Jul 25 closing price
Net Assets
117.32B
IVAEX
Price
$24.12
Change
+$0.01 (+0.04%)
Updated
Jul 25 closing price
Net Assets
1.82B
Interact to see
Advertisement

CIRCX vs IVAEX

Header iconCIRCX vs IVAEX Comparison
Open Charts CIRCX vs IVAEXBanner chart's image
American Funds Capital Income Bldr 529C
Price$77.94
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
Macquarie Asset Strategy Fund Cl I
Price$24.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.82B
CIRCX vs IVAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CIRCX vs. IVAEX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 117B vs. IVAEX (1.82B). 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). IVAEX is a more actively managed with annual turnover of: 67.00 vs. CIRCX (56.00). 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 : 14.08 vs. IVAEX (9.07). CIRCX return over 5 years is better than : 50.09 vs. IVAEX (23.27).
CIRCXIVAEXCIRCX / IVAEX
Total Expense Ratio1.370.81169%
Annual Report Gross Expense Ratio1.370.81169%
Fund Existence23 years18 years-
Gain YTD13.57211.405119%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets117B1.82B6,414%
Annual Yield % from dividends2.251.39162%
Returns for 1 year14.089.07155%
Returns for 3 years33.1623.70140%
Returns for 5 years50.0923.27215%
Returns for 10 years70.618.68814%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NLOP33.420.19
+0.57%
Net Lease Office Properties
JBLU4.380.02
+0.46%
JetBlue Airways Corp
IESC328.31N/A
N/A
IES Holdings
ASPCU10.50N/A
N/A
A SPAC III Acquisition Corp
IPSC0.63-0.03
-5.17%
Century Therapeutics