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FBCIX vs WASCX
FBCIX vs WASCX Comparison
Open Charts FBCIX vs WASCX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Macquarie Asset Strategy Fund Cl C
Price$21.55
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.82B
FBCIX vs WASCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. WASCX (1.83B). FBCIX pays higher dividends than WASCX: FBCIX (3.12) vs WASCX (0.72). FBCIX was incepted earlier than WASCX: FBCIX (5 years) vs WASCX (31 years). WASCX (1.87) is less costly to investors than FBCIX (0.36). WASCX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than WASCX: FBCIX (250) vs WASCX (1000). FBCIX annual gain was more profitable for investors over the last year : 11.02 vs. WASCX (4.85).
| FBCIX | WASCX | FBCIX / WASCX | |
| Total Expense Ratio | 0.36 | 1.87 | 19% |
| Annual Report Gross Expense Ratio | 0.36 | 1.87 | 19% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 17.295 | 13.938 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.83B | 6,575% |
| Annual Yield % from dividends | 3.12 | 0.72 | 431% |
| Returns for 1 year | 11.02 | 4.85 | 227% |
| Returns for 3 years | 50.26 | 26.13 | 192% |
| Returns for 5 years | N/A | 11.48 | - |
| Returns for 10 years | N/A | 2.94 | - |