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CFIHX vs FWCBX
CFIHX vs FWCBX Comparison
Open Charts CFIHX vs FWCBX
American Funds Capital Income Bldr F3
Price$80.07
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
CFIHX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CFIHX (122B) and FWCBX (122B) have equal amount of cash in the bank . CFIHX (3.21) and FWCBX (3.16) have matching dividends . CFIHX was incepted earlier than FWCBX: CFIHX (9 years) vs FWCBX (5 years). FWCBX (0.32) is less costly to investors than CFIHX (0.27). CFIHX (56.00) and FWCBX (56.00) have comparable annual turnover. FWCBX has a lower initial minimum investment than CFIHX: FWCBX (250) vs CFIHX (1000000). CFIHX (15.38) and FWCBX (15.32) have marching annual gain over last year. FWCBX return over 5 years is better than : 57.77 vs. CFIHX (52.65).
| CFIHX | FWCBX | CFIHX / FWCBX | |
| Total Expense Ratio | 0.27 | 0.32 | 84% |
| Annual Report Gross Expense Ratio | 0.27 | 0.32 | 84% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 19.562 | 19.518 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 122B | 100% |
| Annual Yield % from dividends | 3.21 | 3.16 | 101% |
| Returns for 1 year | 15.38 | 15.32 | 100% |
| Returns for 3 years | 41.47 | 42.84 | 97% |
| Returns for 5 years | 52.65 | 57.77 | 91% |
| Returns for 10 years | N/A | N/A | - |
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