Interact to see
Advertisement
Advertisement
APPIX vs FBCIX
APPIX vs FBCIX Comparison
Open Charts APPIX vs FBCIX
Appleseed Institutional
Price$15.44
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets53.72M
American Funds Capital Income Bldr 529F2
Price$75.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
APPIX vs FBCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. APPIX (53.7M). 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: 63.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than APPIX: FBCIX (250) vs APPIX (100000). FBCIX annual gain was more profitable for investors over the last year : 13.29 vs. APPIX (10.50).
| 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 | 8.445 | 9.954 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 113B | 0% |
| Annual Yield % from dividends | 5.25 | 3.26 | 161% |
| Returns for 1 year | 10.50 | 13.29 | 79% |
| Returns for 3 years | 17.48 | 24.71 | 71% |
| Returns for 5 years | 46.44 | N/A | - |
| Returns for 10 years | 41.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement