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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Nomura Asset Strategy Fund Cl A
Price$23.21
Change-$0.94 (-3.89%)
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 (3.01) vs WASAX (1.11). FBCIX was incepted earlier than WASAX: FBCIX (5 years) vs WASAX (26 years). WASAX (1.12) is less costly to investors than FBCIX (0.35). WASAX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (50.00). 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 : 16.43 vs. WASAX (7.51). FBCIX return over 5 years is better than : 48.37 vs. WASAX (4.82).
| FBCIX | WASAX | FBCIX / WASAX | |
| Total Expense Ratio | 0.35 | 1.12 | 31% |
| Annual Report Gross Expense Ratio | 0.35 | 1.12 | 31% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 3.602 | 2.745 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.85B | 6,548% |
| Annual Yield % from dividends | 3.01 | 1.11 | 272% |
| Returns for 1 year | 16.43 | 7.51 | 219% |
| Returns for 3 years | 36.11 | 29.15 | 124% |
| Returns for 5 years | 48.37 | 4.82 | 1,003% |
| Returns for 10 years | N/A | 27.24 | - |
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