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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Asset Strategy Fund Cl A
Price$21.31
Change-$0.46 (-2.11%)
VolumeN/A
CapitalizationN/A
FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. WASAX (1.8B). 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). FWCBX annual gain was more profitable for investors over the last year : 13.73 vs. WASAX (10.98).
| 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 | 12.273 | 10.046 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.8B | 6,007% |
| Annual Yield % from dividends | 3.54 | 2.86 | 124% |
| Returns for 1 year | 13.73 | 10.98 | 125% |
| Returns for 3 years | 17.14 | -3.59 | -477% |
| Returns for 5 years | N/A | 10.16 | - |
| Returns for 10 years | N/A | -5.76 | - |
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