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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$72.28
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Macquarie Asset Strategy Fund Cl A
Price$21.54
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets1.72B
FBCIX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 109B vs. WASAX (1.72B). FBCIX pays higher dividends than WASAX: FBCIX (3.37) vs WASAX (1.52). FBCIX was incepted earlier than WASAX: FBCIX (4 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than FBCIX (0.36). 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 : 9.98 vs. WASAX (0.80).
| FBCIX | WASAX | FBCIX / WASAX | |
| Total Expense Ratio | 0.36 | 1.06 | 34% |
| Annual Report Gross Expense Ratio | 0.36 | 1.06 | 34% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 5.369 | 1.033 | 520% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.72B | 6,323% |
| Annual Yield % from dividends | 3.37 | 1.52 | 222% |
| Returns for 1 year | 9.98 | 0.80 | 1,250% |
| Returns for 3 years | 16.75 | -1.83 | -916% |
| Returns for 5 years | N/A | 37.69 | - |
| Returns for 10 years | N/A | -7.17 | - |
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