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FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$75.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets113.46B
Macquarie Asset Strategy Fund Cl A
Price$22.80
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.79B
FWCBX vs WASAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. WASAX (1.79B). FWCBX pays higher dividends than WASAX: FWCBX (3.30) vs WASAX (1.45). FWCBX was incepted earlier than WASAX: FWCBX (5 years) vs WASAX (25 years). WASAX (1.06) is less costly to investors than FWCBX (0.32). FWCBX (56.00) and WASAX (54.00) have comparable annual turnover. 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 : 13.42 vs. WASAX (5.05).
| FWCBX | WASAX | FWCBX / WASAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.06 | 30% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 9.927 | 7.486 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.79B | 6,302% |
| Annual Yield % from dividends | 3.30 | 1.45 | 228% |
| Returns for 1 year | 13.42 | 5.05 | 266% |
| Returns for 3 years | 25.66 | 11.38 | 225% |
| Returns for 5 years | N/A | 20.45 | - |
| Returns for 10 years | N/A | -1.17 | - |
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