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CIRCX vs IVAEX
CIRCX vs IVAEX Comparison
Open Charts CIRCX vs IVAEX
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.
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).
| 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 | 12.625 | 10.666 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.83B | 6,353% |
| Annual Yield % from dividends | 2.25 | 1.39 | 162% |
| Returns for 1 year | 14.86 | 6.54 | 227% |
| Returns for 3 years | 32.24 | 23.59 | 137% |
| Returns for 5 years | 50.30 | 26.66 | 189% |
| Returns for 10 years | 70.43 | 7.24 | 973% |
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