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APPIX vs FWCBX
APPIX vs FWCBX Comparison
Open Charts APPIX vs FWCBX
Appleseed Institutional
Price$14.08
Change-$0.32 (-2.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
APPIX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. APPIX (57.8M). FWCBX pays higher dividends than APPIX: FWCBX (3.54) vs APPIX (2.04). APPIX was incepted earlier than FWCBX: APPIX (14 years) vs FWCBX (4 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. APPIX (63.00). FWCBX has a lower initial minimum investment than APPIX: FWCBX (250) vs APPIX (100000). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. APPIX (10.08).
| APPIX | FWCBX | APPIX / FWCBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 7.351 | 12.273 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 108B | 0% |
| Annual Yield % from dividends | 2.04 | 3.54 | 58% |
| Returns for 1 year | 10.08 | 13.73 | 73% |
| Returns for 3 years | -3.20 | 17.14 | -19% |
| Returns for 5 years | 17.43 | N/A | - |
| Returns for 10 years | 36.36 | N/A | - |
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