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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-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
Macquarie Asset Strategy Fund Cl Y
Price$24.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.79B
FBCIX vs WASYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. WASYX (1.79B). FBCIX pays higher dividends than WASYX: FBCIX (3.12) vs WASYX (1.15). FBCIX was incepted earlier than WASYX: FBCIX (5 years) vs WASYX (30 years). WASYX (1.12) 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 : 13.32 vs. WASYX (6.20). FBCIX return over 5 years is better than : 53.07 vs. WASYX (13.74).
| FBCIX | WASYX | FBCIX / WASYX | |
| Total Expense Ratio | 0.36 | 1.12 | 32% |
| Annual Report Gross Expense Ratio | 0.36 | 1.12 | 32% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 16.926 | 13.292 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.79B | 6,663% |
| Annual Yield % from dividends | 3.12 | 1.15 | 271% |
| Returns for 1 year | 13.32 | 6.20 | 215% |
| Returns for 3 years | 39.28 | 22.22 | 177% |
| Returns for 5 years | 53.07 | 13.74 | 386% |
| Returns for 10 years | N/A | 13.67 | - |
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