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APPLX vs FWCBX
APPLX vs FWCBX Comparison
Open Charts APPLX vs FWCBX
Appleseed Investor
Price$14.24
Change+$0.26 (+1.86%)
VolumeN/A
Net Assets50.01M
American Funds Capital Income Bldr 529F3
Price$71.43
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
APPLX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. APPLX (50M). APPLX pays higher dividends than FWCBX: APPLX (5.22) vs FWCBX (3.42). APPLX was incepted earlier than FWCBX: APPLX (18 years) vs FWCBX (4 years). APPLX (1.69) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than APPLX: FWCBX (250) vs APPLX (2500). FWCBX annual gain was more profitable for investors over the last year : 9.19 vs. APPLX (2.72).
| APPLX | FWCBX | APPLX / FWCBX | |
| Total Expense Ratio | 1.21 | 0.32 | 378% |
| Annual Report Gross Expense Ratio | 1.69 | 0.32 | 528% |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | -1.346 | 2.636 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50M | 107B | 0% |
| Annual Yield % from dividends | 5.22 | 3.42 | 153% |
| Returns for 1 year | 2.72 | 9.19 | 30% |
| Returns for 3 years | 2.41 | 16.61 | 14% |
| Returns for 5 years | 56.41 | N/A | - |
| Returns for 10 years | 23.16 | N/A | - |
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