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FBCIX vs VGWIX
FBCIX vs VGWIX Comparison
Open Charts FBCIX vs VGWIX
American Funds Capital Income Bldr 529F2
Price$71.46
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Vanguard Global Wellesley Income I
Price$22.12
Change+$0.14 (+0.64%)
VolumeN/A
Net Assets558.97M
FBCIX vs VGWIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 107B vs. VGWIX (559M). VGWIX pays higher dividends than FBCIX: VGWIX (3.69) vs FBCIX (3.37). FBCIX was incepted earlier than VGWIX: FBCIX (4 years) vs VGWIX (7 years). VGWIX (0.44) is less costly to investors than FBCIX (0.36). 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 : 10.95 vs. VGWIX (7.49).
| FBCIX | VGWIX | FBCIX / VGWIX | |
| Total Expense Ratio | 0.36 | 0.44 | 82% |
| Annual Report Gross Expense Ratio | 0.36 | 0.44 | 82% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 4.347 | 2.555 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 559M | 19,141% |
| Annual Yield % from dividends | 3.37 | 3.69 | 91% |
| Returns for 1 year | 10.95 | 7.49 | 146% |
| Returns for 3 years | 18.74 | 10.55 | 178% |
| Returns for 5 years | N/A | 23.46 | - |
| Returns for 10 years | N/A | N/A | - |