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APPLX vs FBCIX
APPLX vs FBCIX Comparison
Open Charts APPLX vs FBCIX
Appleseed Investor
Price$16.07
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets52.94M
American Funds Capital Income Bldr 529F2
Price$77.70
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
APPLX vs FBCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. APPLX (52.9M). APPLX pays higher dividends than FBCIX: APPLX (4.85) vs FBCIX (3.21). APPLX was incepted earlier than FBCIX: APPLX (19 years) vs FBCIX (5 years). APPLX (1.69) is less costly to investors than FBCIX (0.36). APPLX is a more actively managed with annual turnover of: 60.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than APPLX: FBCIX (250) vs APPLX (2500). FBCIX (15.23) and APPLX (14.57) have marching annual gain over last year.
| APPLX | FBCIX | APPLX / FBCIX | |
| Total Expense Ratio | 1.21 | 0.36 | 336% |
| Annual Report Gross Expense Ratio | 1.69 | 0.36 | 469% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 13.810 | 14.224 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 117B | 0% |
| Annual Yield % from dividends | 4.85 | 3.21 | 151% |
| Returns for 1 year | 14.57 | 15.23 | 96% |
| Returns for 3 years | 32.26 | 37.29 | 87% |
| Returns for 5 years | 57.34 | N/A | - |
| Returns for 10 years | 56.16 | N/A | - |
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