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FBCIX vs VGWIX
FBCIX vs VGWIX Comparison
Open Charts FBCIX vs VGWIX
American Funds Capital Income Bldr 529F2
Price$79.53
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
Vanguard Global Wellesley Income I
Price$23.07
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets648.97M
FBCIX vs VGWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. VGWIX (649M). VGWIX pays higher dividends than FBCIX: VGWIX (3.74) vs FBCIX (3.12). FBCIX was incepted earlier than VGWIX: FBCIX (5 years) vs VGWIX (8 years). VGWIX (0.44) is less costly to investors than FBCIX (0.36). VGWIX is a more actively managed with annual turnover of: 106.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than VGWIX: FBCIX (250) vs VGWIX (3000). FBCIX annual gain was more profitable for investors over the last year : 12.60 vs. VGWIX (6.65).
| FBCIX | VGWIX | FBCIX / VGWIX | |
| Total Expense Ratio | 0.36 | 0.44 | 82% |
| Annual Report Gross Expense Ratio | 0.36 | 0.44 | 82% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 17.665 | 9.127 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 649M | 18,490% |
| Annual Yield % from dividends | 3.12 | 3.74 | 84% |
| Returns for 1 year | 12.60 | 6.65 | 190% |
| Returns for 3 years | 52.50 | 30.54 | 172% |
| Returns for 5 years | N/A | 22.18 | - |
| Returns for 10 years | N/A | N/A | - |
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