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CIRCX vs IVAEX
CIRCX vs IVAEX Comparison
Open Charts CIRCX vs IVAEX
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 %
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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.
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).
| 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 | 13.572 | 11.405 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.82B | 6,414% |
| Annual Yield % from dividends | 2.25 | 1.39 | 162% |
| Returns for 1 year | 14.08 | 9.07 | 155% |
| Returns for 3 years | 33.16 | 23.70 | 140% |
| Returns for 5 years | 50.09 | 23.27 | 215% |
| Returns for 10 years | 70.61 | 8.68 | 814% |
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