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FBCIX vs IASTX
FBCIX vs IASTX Comparison
Open Charts FBCIX vs IASTX
American Funds Capital Income Bldr 529F2
Price$78.48
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets117.97B
Macquarie Asset Strategy Fund Cl R6
Price$24.40
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.81B
FBCIX vs IASTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. IASTX (1.81B). FBCIX pays higher dividends than IASTX: FBCIX (3.21) vs IASTX (1.46). 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 : 11.41 vs. IASTX (6.36).
| 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 | 15.371 | 12.092 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.81B | 6,512% |
| Annual Yield % from dividends | 3.21 | 1.46 | 220% |
| Returns for 1 year | 11.41 | 6.36 | 179% |
| Returns for 3 years | 38.16 | 23.13 | 165% |
| Returns for 5 years | N/A | 18.66 | - |
| Returns for 10 years | N/A | 19.01 | - |
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