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FBCIX vs WASYX
FBCIX vs WASYX Comparison
Open Charts FBCIX vs WASYX
American Funds Capital Income Bldr 529F2
Price$77.49
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.95B
Macquarie Asset Strategy Fund Cl Y
Price$23.56
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.81B
FBCIX vs WASYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. WASYX (1.81B). FBCIX pays higher dividends than WASYX: FBCIX (3.21) vs WASYX (1.20). 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 : 14.77 vs. WASYX (9.28).
| 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 | 13.916 | 10.888 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.81B | 6,464% |
| Annual Yield % from dividends | 3.21 | 1.20 | 268% |
| Returns for 1 year | 14.77 | 9.28 | 159% |
| Returns for 3 years | 34.57 | 18.30 | 189% |
| Returns for 5 years | N/A | 17.86 | - |
| Returns for 10 years | N/A | 6.44 | - |
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