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FBCIX vs VGWIX
FBCIX vs VGWIX Comparison
Open Charts FBCIX vs VGWIX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellesley Income I
Price$24.01
Change+$1.00 (+4.35%)
VolumeN/A
Net Assets694.93M
FBCIX vs VGWIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. VGWIX (695M). VGWIX pays higher dividends than FBCIX: VGWIX (3.81) vs FBCIX (3.01). FBCIX was incepted earlier than VGWIX: FBCIX (5 years) vs VGWIX (8 years). VGWIX (0.43) is less costly to investors than FBCIX (0.35). VGWIX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (50.00). FBCIX has a lower initial minimum investment than VGWIX: FBCIX (250) vs VGWIX (3000). FBCIX annual gain was more profitable for investors over the last year : 16.43 vs. VGWIX (12.93). FBCIX return over 5 years is better than : 48.37 vs. VGWIX (22.11).
| FBCIX | VGWIX | FBCIX / VGWIX | |
| Total Expense Ratio | 0.35 | 0.43 | 81% |
| Annual Report Gross Expense Ratio | 0.35 | 0.43 | 81% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 3.602 | 2.388 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 695M | 17,410% |
| Annual Yield % from dividends | 3.01 | 3.81 | 79% |
| Returns for 1 year | 16.43 | 12.93 | 127% |
| Returns for 3 years | 36.11 | 23.43 | 154% |
| Returns for 5 years | 48.37 | 22.11 | 219% |
| Returns for 10 years | N/A | N/A | - |
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