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FWCBX vs MKLOX
FWCBX vs MKLOX Comparison
Open Charts FWCBX vs MKLOX
American Funds Capital Income Bldr 529F3
Price$78.71
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
BlackRock Global Allocation K
Price$20.50
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets16.98B
FWCBX vs MKLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. MKLOX (17B). FWCBX pays higher dividends than MKLOX: FWCBX (3.17) vs MKLOX (2.83). FWCBX was incepted earlier than MKLOX: FWCBX (5 years) vs MKLOX (9 years). MKLOX (0.79) is less costly to investors than FWCBX (0.32). MKLOX is a more actively managed with annual turnover of: 138.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than MKLOX: FWCBX (250) vs MKLOX (5000000). FWCBX annual gain was more profitable for investors over the last year : 10.54 vs. MKLOX (6.12).
| FWCBX | MKLOX | FWCBX / MKLOX | |
| Total Expense Ratio | 0.32 | 0.76 | 42% |
| Annual Report Gross Expense Ratio | 0.32 | 0.79 | 41% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 16.542 | 11.584 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 17B | 700% |
| Annual Yield % from dividends | 3.17 | 2.83 | 112% |
| Returns for 1 year | 10.54 | 6.12 | 172% |
| Returns for 3 years | 51.88 | 37.42 | 139% |
| Returns for 5 years | N/A | 9.65 | - |
| Returns for 10 years | N/A | N/A | - |
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