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FBCIX vs SAWMX
FBCIX vs SAWMX Comparison
Open Charts FBCIX vs SAWMX
American Funds Capital Income Bldr 529F2
Price$79.16
Change-$0.44 (-0.55%)
VolumeN/A
Net Assets119.67B
SA Worldwide Moderate Growth
Price$12.90
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets22.48M
FBCIX vs SAWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. SAWMX (22.5M). FBCIX pays higher dividends than SAWMX: FBCIX (3.13) vs SAWMX (2.89). FBCIX was incepted earlier than SAWMX: FBCIX (5 years) vs SAWMX (10 years). SAWMX (1.57) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. SAWMX (11.00). FBCIX has a lower initial minimum investment than SAWMX: FBCIX (250) vs SAWMX (5000). FBCIX annual gain was more profitable for investors over the last year : 12.43 vs. SAWMX (9.87).
| FBCIX | SAWMX | FBCIX / SAWMX | |
| Total Expense Ratio | 0.36 | 0.71 | 51% |
| Annual Report Gross Expense Ratio | 0.36 | 1.57 | 23% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 17.017 | 13.580 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 22.5M | 533,333% |
| Annual Yield % from dividends | 3.13 | 2.89 | 108% |
| Returns for 1 year | 12.43 | 9.87 | 126% |
| Returns for 3 years | 43.38 | 30.75 | 141% |
| Returns for 5 years | N/A | 41.50 | - |
| Returns for 10 years | N/A | 64.58 | - |
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