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CIRCX vs FWCBX
CIRCX vs FWCBX Comparison
Open Charts CIRCX vs FWCBX
American Funds Capital Income Bldr 529C
Price$79.92
Change+$0.37 (+0.47%)
VolumeN/A
Net Assets120.79B
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
CIRCX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRCX (121B) and FWCBX (121B) have equal amount of cash in the bank . FWCBX pays higher dividends than CIRCX: FWCBX (3.05) vs CIRCX (2.06). CIRCX was incepted earlier than FWCBX: CIRCX (24 years) vs FWCBX (5 years). CIRCX (1.37) is less costly to investors than FWCBX (0.31). CIRCX (50.00) and FWCBX (50.00) have comparable annual turnover. CIRCX (250) and FWCBX (250) have matching initial minimum investment requirements. FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. CIRCX (15.29). FWCBX return over 5 years is better than : 48.63 vs. CIRCX (41.07).
| CIRCX | FWCBX | CIRCX / FWCBX | |
| Total Expense Ratio | 1.37 | 0.31 | 442% |
| Annual Report Gross Expense Ratio | 1.37 | 0.31 | 442% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 3.496 | 3.590 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 121B | 100% |
| Annual Yield % from dividends | 2.06 | 3.05 | 68% |
| Returns for 1 year | 15.29 | 16.48 | 93% |
| Returns for 3 years | 32.06 | 36.26 | 88% |
| Returns for 5 years | 41.07 | 48.63 | 84% |
| Returns for 10 years | 89.70 | N/A | - |
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