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CIRFX vs FWCBX
CIRFX vs FWCBX Comparison
Open Charts CIRFX vs FWCBX
American Funds Capital Income Bldr 529F
Price$80.46
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
American Funds Capital Income Bldr 529F3
Price$80.51
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
CIRFX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CIRFX (122B) and FWCBX (122B) have equal amount of cash in the bank . FWCBX (3.08) and CIRFX (2.96) have matching dividends . CIRFX was incepted earlier than FWCBX: CIRFX (23 years) vs FWCBX (5 years). CIRFX (0.71) is less costly to investors than FWCBX (0.32). CIRFX (56.00) and FWCBX (56.00) have comparable annual turnover. CIRFX (250) and FWCBX (250) have matching initial minimum investment requirements. FWCBX (13.94) and CIRFX (13.80) have marching annual gain over last year. FWCBX (53.13) and CIRFX (52.10) have equivalent 5 years return.
| CIRFX | FWCBX | CIRFX / FWCBX | |
| Total Expense Ratio | 0.71 | 0.32 | 222% |
| Annual Report Gross Expense Ratio | 0.71 | 0.32 | 222% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 19.169 | 19.311 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 122B | 100% |
| Annual Yield % from dividends | 2.96 | 3.08 | 96% |
| Returns for 1 year | 13.80 | 13.94 | 99% |
| Returns for 3 years | 37.23 | 37.78 | 99% |
| Returns for 5 years | 52.10 | 53.13 | 98% |
| Returns for 10 years | 100.99 | N/A | - |
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