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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$72.25
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
Macquarie Asset Strategy Fund Cl A
Price$21.54
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets1.72B
FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 109B vs. WASAX (1.72B). 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 : 10.46 vs. WASAX (0.80).
| 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 | 5.558 | 1.033 | 538% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.72B | 6,323% |
| Annual Yield % from dividends | 3.42 | 1.52 | 225% |
| Returns for 1 year | 10.46 | 0.80 | 1,310% |
| Returns for 3 years | 17.07 | -1.83 | -933% |
| Returns for 5 years | N/A | 37.69 | - |
| Returns for 10 years | N/A | -7.17 | - |
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