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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$69.92
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Macquarie Asset Strategy Fund Cl A
Price$21.67
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets1.77B
FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. WASAX (1.77B). 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 : 11.00 vs. WASAX (9.98).
| FWCBX | WASAX | FWCBX / WASAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 1.436 | 1.785 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.77B | 6,042% |
| Annual Yield % from dividends | 3.54 | 2.86 | 124% |
| Returns for 1 year | 11.00 | 9.98 | 110% |
| Returns for 3 years | 11.10 | -4.15 | -267% |
| Returns for 5 years | N/A | 6.99 | - |
| Returns for 10 years | N/A | -3.36 | - |
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