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FBCIX vs WASCX
FBCIX vs WASCX Comparison
Open Charts FBCIX vs WASCX
American Funds Capital Income Bldr 529F2
Price$79.53
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
Macquarie Asset Strategy Fund Cl C
Price$21.62
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.84B
FBCIX vs WASCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. WASCX (1.85B). FBCIX pays higher dividends than WASCX: FBCIX (3.12) vs WASCX (0.72). 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 : 12.60 vs. WASCX (6.41).
| 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 | 17.665 | 14.573 | 121% |
| Front Load | N/A | N/A | - |
| 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 | 0.72 | 431% |
| Returns for 1 year | 12.60 | 6.41 | 197% |
| Returns for 3 years | 52.50 | 27.40 | 192% |
| Returns for 5 years | N/A | 12.37 | - |
| Returns for 10 years | N/A | 4.34 | - |
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