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APPIX vs FBCIX
APPIX vs FBCIX Comparison
Open Charts APPIX vs FBCIX
Appleseed Institutional
Price$15.83
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets52.62M
American Funds Capital Income Bldr 529F2
Price$76.05
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets115.03B
APPIX vs FBCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 115B vs. APPIX (52.6M). APPIX pays higher dividends than FBCIX: APPIX (5.25) vs FBCIX (3.26). APPIX was incepted earlier than FBCIX: APPIX (14 years) vs FBCIX (5 years). APPIX (1.44) is less costly to investors than FBCIX (0.36). APPIX is a more actively managed with annual turnover of: 60.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than APPIX: FBCIX (250) vs APPIX (100000). APPIX (16.20) and FBCIX (15.45) have marching annual gain over last year.
| APPIX | FBCIX | APPIX / FBCIX | |
| Total Expense Ratio | 1.02 | 0.36 | 283% |
| Annual Report Gross Expense Ratio | 1.44 | 0.36 | 400% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 11.400 | 11.799 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.6M | 115B | 0% |
| Annual Yield % from dividends | 5.25 | 3.26 | 161% |
| Returns for 1 year | 16.20 | 15.45 | 105% |
| Returns for 3 years | 27.92 | 34.65 | 81% |
| Returns for 5 years | 60.75 | N/A | - |
| Returns for 10 years | 47.30 | N/A | - |
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