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FWCBX vs IASTX
FWCBX vs IASTX Comparison
Open Charts FWCBX vs IASTX
American Funds Capital Income Bldr 529F3
Price$72.88
Change+$0.78 (+1.08%)
VolumeN/A
Net Assets110.28B
Macquarie Asset Strategy Fund Cl R6
Price$22.64
Change+$0.32 (+1.43%)
VolumeN/A
Net Assets1.74B
FWCBX vs IASTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. IASTX (1.75B). FWCBX pays higher dividends than IASTX: FWCBX (3.41) vs IASTX (1.77). FWCBX was incepted earlier than IASTX: FWCBX (5 years) vs IASTX (11 years). IASTX (0.78) is less costly to investors than FWCBX (0.32). FWCBX (56.00) and IASTX (54.00) have comparable annual turnover. 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 : 13.33 vs. IASTX (5.55).
| FWCBX | IASTX | FWCBX / IASTX | |
| Total Expense Ratio | 0.32 | 0.78 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.78 | 41% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 6.479 | 3.726 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.75B | 6,304% |
| Annual Yield % from dividends | 3.41 | 1.77 | 193% |
| Returns for 1 year | 13.33 | 5.55 | 240% |
| Returns for 3 years | 23.27 | 9.27 | 251% |
| Returns for 5 years | N/A | 32.63 | - |
| Returns for 10 years | N/A | -1.50 | - |