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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$73.87
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl A
Price$23.02
Change-$0.03 (-0.13%)
VolumeN/A
CapitalizationN/A
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FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 111B vs. WASAX (1.84B). FWCBX pays higher dividends than WASAX: FWCBX (3.54) vs WASAX (2.86). FWCBX was incepted earlier than WASAX: FWCBX (4 years) vs WASAX (24 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). WASAX annual gain was more profitable for investors over the last year : 27.88 vs. FWCBX (24.94).
| FWCBX | WASAX | FWCBX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 14.001 | 16.203 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.84B | 6,026% |
| Annual Yield % from dividends | 3.54 | 2.86 | 124% |
| Returns for 1 year | 24.94 | 27.88 | 89% |
| Returns for 3 years | 20.48 | -6.50 | -315% |
| Returns for 5 years | N/A | 18.05 | - |
| Returns for 10 years | N/A | -13.08 | - |
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