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APPIX vs FWCBX
APPIX vs FWCBX Comparison
Open Charts APPIX vs FWCBX
Appleseed Institutional
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets56.19M
American Funds Capital Income Bldr 529F3
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.42B
APPIX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. APPIX (56.2M). 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 : 11.00 vs. APPIX (10.34).
| 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 | 2.393 | 1.436 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 106B | 0% |
| Annual Yield % from dividends | 2.04 | 3.54 | 58% |
| Returns for 1 year | 10.34 | 11.00 | 94% |
| Returns for 3 years | -3.54 | 11.10 | -32% |
| Returns for 5 years | 16.94 | N/A | - |
| Returns for 10 years | 37.78 | N/A | - |
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