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CIRCX vs IVAEX
CIRCX vs IVAEX Comparison
Open Charts CIRCX vs IVAEX
American Funds Capital Income Bldr 529C
Price$79.05
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets118.3B
Macquarie Asset Strategy Fund Cl I
Price$24.58
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets1.82B
CIRCX vs IVAEX Comparison Chart in %
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CIRCX vs. IVAEX commentary
Sep 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 Hold and IVAEX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 118B vs. IVAEX (1.82B). CIRCX pays higher dividends than IVAEX: CIRCX (2.20) vs IVAEX (1.37). CIRCX was incepted earlier than IVAEX: CIRCX (24 years) vs IVAEX (19 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 : 8.78 vs. IVAEX (5.76). CIRCX return over 5 years is better than : 53.71 vs. IVAEX (24.06).
| CIRCX | IVAEX | CIRCX / IVAEX | |
| Total Expense Ratio | 1.37 | 0.81 | 169% |
| Annual Report Gross Expense Ratio | 1.37 | 0.81 | 169% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.997 | 13.923 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.82B | 6,487% |
| Annual Yield % from dividends | 2.20 | 1.37 | 160% |
| Returns for 1 year | 8.78 | 5.76 | 152% |
| Returns for 3 years | 46.33 | 34.88 | 133% |
| Returns for 5 years | 53.71 | 24.06 | 223% |
| Returns for 10 years | 86.98 | 24.91 | 349% |
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