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FWCBX vs IASTX
FWCBX vs IASTX Comparison
Open Charts FWCBX vs IASTX
American Funds Capital Income Bldr 529F3
Price$66.20
Change-$0.51 (-0.76%)
VolumeN/A
Net Assets101.32B
Macquarie Asset Strategy Fund Cl R6
Price$20.43
Change-$0.14 (-0.68%)
VolumeN/A
Net Assets1.6B
FWCBX vs IASTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 101B vs. IASTX (1.6B). FWCBX pays higher dividends than IASTX: FWCBX (3.42) vs IASTX (1.78). FWCBX was incepted earlier than IASTX: FWCBX (4 years) vs IASTX (11 years). IASTX (0.78) is less costly to investors than FWCBX (0.32). IASTX has a lower initial minimum investment than FWCBX: IASTX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 1.55 vs. IASTX (-6.34).
| FWCBX | IASTX | FWCBX / IASTX | |
| Total Expense Ratio | 0.32 | 0.78 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.78 | 41% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.281 | -6.399 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 1.6B | 6,324% |
| Annual Yield % from dividends | 3.42 | 1.78 | 192% |
| Returns for 1 year | 1.55 | -6.34 | -24% |
| Returns for 3 years | 7.41 | -5.73 | -129% |
| Returns for 5 years | N/A | 22.50 | - |
| Returns for 10 years | N/A | -12.76 | - |
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