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FBCIX vs VGWIX
FBCIX vs VGWIX Comparison
Open Charts FBCIX vs VGWIX
American Funds Capital Income Bldr 529F2
Price$76.05
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets115.03B
Vanguard Global Wellesley Income I
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets602.98M
FBCIX vs VGWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 115B vs. VGWIX (603M). VGWIX pays higher dividends than FBCIX: VGWIX (3.61) vs FBCIX (3.26). 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 : 15.45 vs. VGWIX (9.22).
| 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 | 11.799 | 6.493 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 603M | 19,071% |
| Annual Yield % from dividends | 3.26 | 3.61 | 90% |
| Returns for 1 year | 15.45 | 9.22 | 168% |
| Returns for 3 years | 34.65 | 19.72 | 176% |
| Returns for 5 years | N/A | 23.89 | - |
| Returns for 10 years | N/A | N/A | - |
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