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FBCIX vs WASYX
FBCIX vs WASYX Comparison
Open Charts FBCIX vs WASYX
American Funds Capital Income Bldr 529F2
Price$79.70
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
Macquarie Asset Strategy Fund Cl Y
Price$24.51
Change+$0.23 (+0.95%)
VolumeN/A
Net Assets1.82B
FBCIX vs WASYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. WASYX (1.83B). FBCIX pays higher dividends than WASYX: FBCIX (3.12) vs WASYX (1.16). FBCIX was incepted earlier than WASYX: FBCIX (5 years) vs WASYX (30 years). WASYX (1.12) is less costly to investors than FBCIX (0.36). WASYX is a more actively managed with annual turnover of: 67.00 vs. FBCIX (56.00). WASYX has a lower initial minimum investment than FBCIX: WASYX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 11.02 vs. WASYX (6.33).
| FBCIX | WASYX | FBCIX / WASYX | |
| Total Expense Ratio | 0.36 | 1.12 | 32% |
| Annual Report Gross Expense Ratio | 0.36 | 1.12 | 32% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 17.295 | 14.614 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 1.83B | 6,575% |
| Annual Yield % from dividends | 3.12 | 1.16 | 270% |
| Returns for 1 year | 11.02 | 6.33 | 174% |
| Returns for 3 years | 50.26 | 32.14 | 156% |
| Returns for 5 years | N/A | 19.76 | - |
| Returns for 10 years | N/A | 15.19 | - |