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APPLX vs FBCIX
APPLX vs FBCIX Comparison
Open Charts APPLX vs FBCIX
Appleseed Investor
Price$17.16
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets52.99M
American Funds Capital Income Bldr 529F2
Price$80.95
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
APPLX vs FBCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. APPLX (53M). APPLX pays higher dividends than FBCIX: APPLX (4.47) vs FBCIX (3.04). 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). APPLX annual gain was more profitable for investors over the last year : 16.87 vs. FBCIX (14.50). FBCIX return over 5 years is better than : 52.37 vs. APPLX (34.62).
| 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 | 21.530 | 19.766 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53M | 121B | 0% |
| Annual Yield % from dividends | 4.47 | 3.04 | 147% |
| Returns for 1 year | 16.87 | 14.50 | 116% |
| Returns for 3 years | 38.27 | 38.22 | 100% |
| Returns for 5 years | 34.62 | 52.37 | 66% |
| Returns for 10 years | 72.40 | N/A | - |
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