Interact to see
Advertisement
Advertisement
FWCBX vs WASAX
FWCBX vs WASAX Comparison
Open Charts FWCBX vs WASAX
American Funds Capital Income Bldr 529F3
Price$76.32
Change-$0.59 (-0.77%)
VolumeN/A
Net Assets116.22B
Macquarie Asset Strategy Fund Cl A
Price$23.29
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.8B
FWCBX vs WASAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. WASAX (1.8B). FWCBX pays higher dividends than WASAX: FWCBX (3.25) vs WASAX (1.21). 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). WASAX is a more actively managed with annual turnover of: 67.00 vs. FWCBX (56.00). 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 : 11.25 vs. WASAX (5.39).
| 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 | 12.269 | 10.194 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.8B | 6,430% |
| Annual Yield % from dividends | 3.25 | 1.21 | 269% |
| Returns for 1 year | 11.25 | 5.39 | 209% |
| Returns for 3 years | 32.55 | 17.10 | 190% |
| Returns for 5 years | N/A | 19.11 | - |
| Returns for 10 years | N/A | 3.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement