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FBCIX vs IASTX
FBCIX vs IASTX Comparison
Open Charts FBCIX vs IASTX
American Funds Capital Income Bldr 529F2
Price$79.62
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets120.39B
Macquarie Asset Strategy Fund Cl R6
Price$24.99
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.84B
FBCIX vs IASTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. IASTX (1.84B). FBCIX pays higher dividends than IASTX: FBCIX (3.12) vs IASTX (1.42). FBCIX was incepted earlier than IASTX: FBCIX (5 years) vs IASTX (11 years). IASTX (0.78) is less costly to investors than FBCIX (0.36). IASTX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). IASTX has a lower initial minimum investment than FBCIX: IASTX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 12.42 vs. IASTX (7.66).
| FBCIX | IASTX | FBCIX / IASTX | |
| Total Expense Ratio | 0.36 | 0.78 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 0.78 | 46% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 17.798 | 15.418 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.84B | 6,511% |
| Annual Yield % from dividends | 3.12 | 1.42 | 221% |
| Returns for 1 year | 12.42 | 7.66 | 162% |
| Returns for 3 years | 52.67 | 35.15 | 150% |
| Returns for 5 years | N/A | 23.77 | - |
| Returns for 10 years | N/A | 20.16 | - |
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