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FWCBX vs MKLOX
FWCBX vs MKLOX Comparison
Open Charts FWCBX vs MKLOX
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
BlackRock Global Allocation K
Price$20.20
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets16.55B
FWCBX vs MKLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. MKLOX (16.6B). FWCBX pays higher dividends than MKLOX: FWCBX (3.30) vs MKLOX (1.24). 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: 173.00 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 : 14.20 vs. MKLOX (4.73).
| 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 | 10.519 | 8.137 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 16.6B | 687% |
| Annual Yield % from dividends | 3.30 | 1.24 | 267% |
| Returns for 1 year | 14.20 | 4.73 | 300% |
| Returns for 3 years | 35.55 | 18.75 | 190% |
| Returns for 5 years | N/A | 11.32 | - |
| Returns for 10 years | N/A | N/A | - |
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