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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$78.56
Change-$0.47 (-0.59%)
VolumeN/A
Net Assets118.8B
Macquarie Asset Strategy Fund Cl A
Price$23.66
Change-$0.21 (-0.88%)
VolumeN/A
Net Assets1.78B
FBCIX vs WASAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. WASAX (1.78B). FBCIX pays higher dividends than WASAX: FBCIX (3.12) vs WASAX (1.16). FBCIX was incepted earlier than WASAX: FBCIX (5 years) vs WASAX (25 years). WASAX (1.12) 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 : 12.82 vs. WASAX (6.24). FBCIX return over 5 years is better than : 52.16 vs. WASAX (13.11).
| FBCIX | WASAX | FBCIX / WASAX | |
| Total Expense Ratio | 0.36 | 1.12 | 32% |
| Annual Report Gross Expense Ratio | 0.36 | 1.12 | 32% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 16.230 | 13.274 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.78B | 6,670% |
| Annual Yield % from dividends | 3.12 | 1.16 | 269% |
| Returns for 1 year | 12.82 | 6.24 | 205% |
| Returns for 3 years | 38.39 | 22.67 | 169% |
| Returns for 5 years | 52.16 | 13.11 | 398% |
| Returns for 10 years | N/A | 12.62 | - |
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