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CIRCX vs IVAEX
CIRCX vs IVAEX Comparison
Open Charts CIRCX vs IVAEX
American Funds Capital Income Bldr 529C
Price$75.49
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
Macquarie Asset Strategy Fund Cl I
Price$23.41
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets1.79B
CIRCX vs IVAEX Comparison Chart
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CIRCX vs. IVAEX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 114B vs. IVAEX (1.79B). CIRCX pays higher dividends than IVAEX: CIRCX (2.29) vs IVAEX (1.63). 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 : 13.05 vs. IVAEX (5.02). CIRCX return over 5 years is better than : 49.37 vs. IVAEX (25.84).
| CIRCX | IVAEX | CIRCX / IVAEX | |
| Total Expense Ratio | 1.37 | 0.81 | 169% |
| Annual Report Gross Expense Ratio | 1.37 | 0.81 | 169% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 10.002 | 7.594 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.79B | 6,376% |
| Annual Yield % from dividends | 2.29 | 1.63 | 141% |
| Returns for 1 year | 13.05 | 5.02 | 260% |
| Returns for 3 years | 31.35 | 21.63 | 145% |
| Returns for 5 years | 49.37 | 25.84 | 191% |
| Returns for 10 years | 63.86 | 1.99 | 3,203% |
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