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APPIX vs FBCIX
APPIX vs FBCIX Comparison
Open Charts APPIX vs FBCIX
Appleseed Institutional
Price$15.62
Change-$0.08 (-0.51%)
VolumeN/A
Net Assets53.6M
American Funds Capital Income Bldr 529F2
Price$75.17
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
APPIX vs FBCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 115B vs. APPIX (53.6M). APPIX pays higher dividends than FBCIX: APPIX (5.25) vs FBCIX (3.26). APPIX was incepted earlier than FBCIX: APPIX (14 years) vs FBCIX (5 years). APPIX (1.44) is less costly to investors than FBCIX (0.36). APPIX is a more actively managed with annual turnover of: 63.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than APPIX: FBCIX (250) vs APPIX (100000). APPIX (14.58) and FBCIX (14.18) have marching annual gain over last year.
| APPIX | FBCIX | APPIX / FBCIX | |
| Total Expense Ratio | 1.02 | 0.36 | 283% |
| Annual Report Gross Expense Ratio | 1.44 | 0.36 | 400% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 9.923 | 10.505 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 115B | 0% |
| Annual Yield % from dividends | 5.25 | 3.26 | 161% |
| Returns for 1 year | 14.58 | 14.18 | 103% |
| Returns for 3 years | 25.85 | 35.41 | 73% |
| Returns for 5 years | 55.35 | N/A | - |
| Returns for 10 years | 43.75 | N/A | - |
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