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APPIX vs FWCBX
APPIX vs FWCBX Comparison
Open Charts APPIX vs FWCBX
Appleseed Institutional
Price$16.19
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets52.94M
American Funds Capital Income Bldr 529F3
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
APPIX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. APPIX (52.9M). APPIX pays higher dividends than FWCBX: APPIX (5.01) vs FWCBX (3.25). APPIX was incepted earlier than FWCBX: APPIX (14 years) vs FWCBX (5 years). APPIX (1.44) is less costly to investors than FWCBX (0.32). APPIX is a more actively managed with annual turnover of: 60.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than APPIX: FWCBX (250) vs APPIX (100000). FWCBX (15.27) and APPIX (14.77) have marching annual gain over last year.
| APPIX | FWCBX | APPIX / FWCBX | |
| Total Expense Ratio | 1.02 | 0.32 | 319% |
| Annual Report Gross Expense Ratio | 1.44 | 0.32 | 450% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 13.934 | 14.255 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 117B | 0% |
| Annual Yield % from dividends | 5.01 | 3.25 | 154% |
| Returns for 1 year | 14.77 | 15.27 | 97% |
| Returns for 3 years | 33.02 | 37.44 | 88% |
| Returns for 5 years | 58.88 | N/A | - |
| Returns for 10 years | 59.20 | N/A | - |
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