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FBCIX vs WASYX
FBCIX vs WASYX Comparison
Open Charts FBCIX vs WASYX
American Funds Capital Income Bldr 529F2
Price$79.03
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
Macquarie Asset Strategy Fund Cl Y
Price$24.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.84B
FBCIX vs WASYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. WASYX (1.84B). FBCIX pays higher dividends than WASYX: FBCIX (3.13) vs WASYX (1.18). FBCIX was incepted earlier than WASYX: FBCIX (5 years) vs WASYX (30 years). WASYX (1.06) is less costly to investors than FBCIX (0.36). WASYX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). WASYX has a lower initial minimum investment than FBCIX: WASYX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 12.06 vs. WASYX (7.94).
| FBCIX | WASYX | FBCIX / WASYX | |
| Total Expense Ratio | 0.36 | 1.06 | 34% |
| Annual Report Gross Expense Ratio | 0.36 | 1.06 | 34% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 16.926 | 14.183 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.84B | 6,457% |
| Annual Yield % from dividends | 3.13 | 1.18 | 265% |
| Returns for 1 year | 12.06 | 7.94 | 152% |
| Returns for 3 years | 43.27 | 26.76 | 162% |
| Returns for 5 years | N/A | 19.95 | - |
| Returns for 10 years | N/A | 18.35 | - |