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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$78.43
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Nomura Asset Strategy Fund Cl A
Price$23.12
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.85B
FBCIX vs WASAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. WASAX (1.85B). FBCIX pays higher dividends than WASAX: FBCIX (3.10) vs WASAX (1.13). FBCIX was incepted earlier than WASAX: FBCIX (5 years) vs WASAX (26 years). WASAX (1.12) is less costly to investors than FBCIX (0.36). WASAX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than WASAX: FBCIX (250) vs WASAX (1000). FBCIX annual gain was more profitable for investors over the last year : 18.20 vs. WASAX (10.17). FBCIX return over 5 years is better than : 45.83 vs. WASAX (4.89).
| FBCIX | WASAX | FBCIX / WASAX | |
| Total Expense Ratio | 0.36 | 1.12 | 32% |
| Annual Report Gross Expense Ratio | 0.36 | 1.12 | 32% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 1.990 | 2.346 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.85B | 6,537% |
| Annual Yield % from dividends | 3.10 | 1.13 | 274% |
| Returns for 1 year | 18.20 | 10.17 | 179% |
| Returns for 3 years | 33.83 | 30.43 | 111% |
| Returns for 5 years | 45.83 | 4.89 | 937% |
| Returns for 10 years | N/A | 24.94 | - |
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