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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$72.46
Change-$0.26 (-0.36%)
VolumeN/A
Net Assets110.16B
Macquarie Asset Strategy Fund Cl A
Price$22.11
Change-$0.25 (-1.12%)
VolumeN/A
Net Assets1.79B
FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. WASAX (1.79B). FWCBX pays higher dividends than WASAX: FWCBX (3.54) vs WASAX (2.86). FWCBX was incepted earlier than WASAX: FWCBX (4 years) vs WASAX (25 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. WASAX (74.00). 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 : 12.42 vs. WASAX (6.13).
| FWCBX | WASAX | FWCBX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 5.121 | 3.852 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 1.79B | 6,159% |
| Annual Yield % from dividends | 3.54 | 2.86 | 124% |
| Returns for 1 year | 12.42 | 6.13 | 202% |
| Returns for 3 years | 17.70 | 1.18 | 1,499% |
| Returns for 5 years | N/A | 9.02 | - |
| Returns for 10 years | N/A | -6.03 | - |
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