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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$70.69
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets106.48B
Macquarie Asset Strategy Fund Cl A
Price$21.11
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets1.67B
FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 106B vs. WASAX (1.67B). FWCBX pays higher dividends than WASAX: FWCBX (3.42) vs WASAX (1.52). FWCBX was incepted earlier than WASAX: FWCBX (4 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than FWCBX (0.32). 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 : 9.19 vs. WASAX (0.35).
| FWCBX | WASAX | FWCBX / WASAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.06 | 30% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 2.636 | -1.369 | -193% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 1.67B | 6,359% |
| Annual Yield % from dividends | 3.42 | 1.52 | 225% |
| Returns for 1 year | 9.19 | 0.35 | 2,609% |
| Returns for 3 years | 16.61 | 0.58 | 2,871% |
| Returns for 5 years | N/A | 23.65 | - |
| Returns for 10 years | N/A | -11.46 | - |
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