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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$76.54
Change+$0.20 (+0.26%)
VolumeN/A
Net Assets115.54B
Macquarie Asset Strategy Fund Cl A
Price$23.23
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.82B
FWCBX vs WASAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. WASAX (1.82B). FWCBX pays higher dividends than WASAX: FWCBX (3.25) vs WASAX (1.21). FWCBX was incepted earlier than WASAX: FWCBX (5 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than FWCBX (0.32). WASAX is a more actively managed with annual turnover of: 67.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than WASAX: FWCBX (250) vs WASAX (1000). FWCBX annual gain was more profitable for investors over the last year : 15.42 vs. WASAX (6.84).
| FWCBX | WASAX | FWCBX / WASAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.06 | 30% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 11.828 | 9.957 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.82B | 6,374% |
| Annual Yield % from dividends | 3.25 | 1.21 | 268% |
| Returns for 1 year | 15.42 | 6.84 | 226% |
| Returns for 3 years | 34.82 | 21.52 | 162% |
| Returns for 5 years | N/A | 24.78 | - |
| Returns for 10 years | N/A | 2.25 | - |
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