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APPIX vs FWCBX
APPIX vs FWCBX Comparison
Open Charts APPIX vs FWCBX
Appleseed Institutional
Price$14.34
Change+$0.26 (+1.85%)
VolumeN/A
Net Assets50.01M
American Funds Capital Income Bldr 529F3
Price$71.43
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
APPIX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. APPIX (50M). APPIX pays higher dividends than FWCBX: APPIX (5.40) vs FWCBX (3.42). APPIX was incepted earlier than FWCBX: APPIX (14 years) vs FWCBX (4 years). APPIX (1.44) is less costly to investors than FWCBX (0.32). 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 : 11.00 vs. APPIX (3.86).
| APPIX | FWCBX | APPIX / FWCBX | |
| Total Expense Ratio | 1.02 | 0.32 | 319% |
| Annual Report Gross Expense Ratio | 1.44 | 0.32 | 450% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -0.915 | 4.360 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50M | 107B | 0% |
| Annual Yield % from dividends | 5.40 | 3.42 | 158% |
| Returns for 1 year | 3.86 | 11.00 | 35% |
| Returns for 3 years | 3.89 | 18.87 | 21% |
| Returns for 5 years | 58.49 | N/A | - |
| Returns for 10 years | 25.46 | N/A | - |
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