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FBCIX vs WASCX
FBCIX vs WASCX Comparison
Open Charts FBCIX vs WASCX
American Funds Capital Income Bldr 529F2
Price$77.49
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.95B
Macquarie Asset Strategy Fund Cl C
Price$20.91
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets1.81B
FBCIX vs WASCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. WASCX (1.81B). FBCIX pays higher dividends than WASCX: FBCIX (3.21) vs WASCX (0.76). FBCIX was incepted earlier than WASCX: FBCIX (5 years) vs WASCX (30 years). WASCX (1.81) is less costly to investors than FBCIX (0.36). WASCX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than WASCX: FBCIX (250) vs WASCX (1000). FBCIX annual gain was more profitable for investors over the last year : 14.77 vs. WASCX (7.73).
| FBCIX | WASCX | FBCIX / WASCX | |
| Total Expense Ratio | 0.36 | 1.81 | 20% |
| Annual Report Gross Expense Ratio | 0.36 | 1.81 | 20% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 13.916 | 10.367 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.81B | 6,464% |
| Annual Yield % from dividends | 3.21 | 0.76 | 424% |
| Returns for 1 year | 14.77 | 7.73 | 191% |
| Returns for 3 years | 34.57 | 12.87 | 269% |
| Returns for 5 years | N/A | 9.74 | - |
| Returns for 10 years | N/A | -4.93 | - |
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