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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$78.32
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.67B
Macquarie Asset Strategy Fund Cl A
Price$23.58
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets1.82B
FBCIX vs WASAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. WASAX (1.82B). FBCIX pays higher dividends than WASAX: FBCIX (3.21) vs WASAX (1.21). FBCIX was incepted earlier than WASAX: FBCIX (5 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than FBCIX (0.36). WASAX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than WASAX: FBCIX (250) vs WASAX (1000). FBCIX annual gain was more profitable for investors over the last year : 11.11 vs. WASAX (5.42).
| FBCIX | WASAX | FBCIX / WASAX | |
| Total Expense Ratio | 0.36 | 1.06 | 34% |
| Annual Report Gross Expense Ratio | 0.36 | 1.06 | 34% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 15.136 | 11.944 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.82B | 6,538% |
| Annual Yield % from dividends | 3.21 | 1.21 | 265% |
| Returns for 1 year | 11.11 | 5.42 | 205% |
| Returns for 3 years | 37.36 | 20.56 | 182% |
| Returns for 5 years | N/A | 15.68 | - |
| Returns for 10 years | N/A | 13.95 | - |