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FBCIX vs WASAX
FBCIX vs WASAX Comparison
Open Charts FBCIX vs WASAX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
Macquarie Asset Strategy Fund Cl A
Price$24.16
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets1.82B
FBCIX vs WASAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. WASAX (1.83B). FBCIX pays higher dividends than WASAX: FBCIX (3.12) vs WASAX (1.17). FBCIX was incepted earlier than WASAX: FBCIX (5 years) vs WASAX (25 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 : 11.02 vs. WASAX (6.32).
| 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 | 25 years | - |
| Gain YTD | 17.295 | 14.650 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.83B | 6,521% |
| Annual Yield % from dividends | 3.12 | 1.17 | 267% |
| Returns for 1 year | 11.02 | 6.32 | 174% |
| Returns for 3 years | 50.26 | 31.96 | 157% |
| Returns for 5 years | N/A | 19.11 | - |
| Returns for 10 years | N/A | 14.17 | - |
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