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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$79.53
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
Macquarie Asset Strategy Fund Cl A
Price$24.23
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.84B
FBCIX vs WASAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. WASAX (1.85B). FBCIX pays higher dividends than WASAX: FBCIX (3.12) vs WASAX (1.17). 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 : 12.60 vs. WASAX (7.88).
| 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 | 17.665 | 15.220 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.85B | 6,504% |
| Annual Yield % from dividends | 3.12 | 1.17 | 267% |
| Returns for 1 year | 12.60 | 7.88 | 160% |
| Returns for 3 years | 52.50 | 33.17 | 158% |
| Returns for 5 years | N/A | 20.02 | - |
| Returns for 10 years | N/A | 15.71 | - |
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