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CAIFX vs FWCBX
CAIFX vs FWCBX Comparison
Open Charts CAIFX vs FWCBX
American Funds Capital Income Bldr F2
Price$80.85
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.93B
American Funds Capital Income Bldr 529F3
Price$80.51
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
CAIFX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX (122B) and CAIFX (121B) have equal amount of cash in the bank . FWCBX (3.08) and CAIFX (3.03) have matching dividends . CAIFX was incepted earlier than FWCBX: CAIFX (17 years) vs FWCBX (5 years). CAIFX (0.38) is less costly to investors than FWCBX (0.32). CAIFX (56.00) and FWCBX (56.00) have comparable annual turnover. CAIFX (250) and FWCBX (250) have matching initial minimum investment requirements. FWCBX (13.94) and CAIFX (13.87) have marching annual gain over last year. FWCBX return over 5 years is better than : 53.13 vs. CAIFX (47.55).
| CAIFX | FWCBX | CAIFX / FWCBX | |
| Total Expense Ratio | 0.38 | 0.32 | 119% |
| Annual Report Gross Expense Ratio | 0.38 | 0.32 | 119% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 19.238 | 19.311 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 122B | 99% |
| Annual Yield % from dividends | 3.03 | 3.08 | 98% |
| Returns for 1 year | 13.87 | 13.94 | 99% |
| Returns for 3 years | 36.05 | 37.78 | 95% |
| Returns for 5 years | 47.55 | 53.13 | 89% |
| Returns for 10 years | 67.28 | N/A | - |
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