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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$72.10
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets108.76B
Macquarie Asset Strategy Fund Cl A
Price$21.60
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.71B
FBCIX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 109B vs. WASAX (1.71B). FBCIX pays higher dividends than WASAX: FBCIX (3.37) vs WASAX (1.52). 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). FBCIX (56.00) and WASAX (54.00) have comparable annual turnover. 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 : 11.39 vs. WASAX (2.88).
| 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 | 5.281 | 1.739 | 304% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.71B | 6,371% |
| Annual Yield % from dividends | 3.37 | 1.52 | 222% |
| Returns for 1 year | 11.39 | 2.88 | 395% |
| Returns for 3 years | 22.32 | 5.76 | 387% |
| Returns for 5 years | N/A | 24.67 | - |
| Returns for 10 years | N/A | -7.77 | - |
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