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FBCIX vs SAWMX
FBCIX vs SAWMX Comparison
Open Charts FBCIX vs SAWMX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
SA Worldwide Moderate Growth
Price$12.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.18M
FBCIX vs SAWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. SAWMX (22.2M). FBCIX pays higher dividends than SAWMX: FBCIX (3.12) vs SAWMX (2.85). 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 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 : 11.02 vs. SAWMX (7.38).
| 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 | 17.295 | 13.580 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 22.2M | 540,541% |
| Annual Yield % from dividends | 3.12 | 2.85 | 110% |
| Returns for 1 year | 11.02 | 7.38 | 149% |
| Returns for 3 years | 50.26 | 34.29 | 147% |
| Returns for 5 years | N/A | 41.08 | - |
| Returns for 10 years | N/A | 60.12 | - |
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